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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,745 | $95,404-15.4% | $113,397-28.8% | $82,637-2.3% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.3pp |
| Annual return | 12.50% | 19.08%-6.6pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,812 | $2,307-21.4% | $2,977-39.1% | $2,552-29.0% |
| Participant deferral / active EE | $4,926 | $4,220+16.7% | $5,076-3.0% | $4,126+19.4% |
| Admin fee / account holder | $14,803 | $9,168+61.5% | $11,957+23.8% | $7,339+101.7% |