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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 | $83,363 | $81,446+2.4% | $103,374-19.4% | $80,874+3.1% |
| Participation rate | 98.9% | 66.9%+32.0pp | 74.5%+24.4pp | 67.6%+31.2pp |
| Annual return | 11.84% | 25.57%-13.7pp | 24.89%-13.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $5,585 | $3,107+79.7% | $3,869+44.3% | $2,756+102.7% |
| Participant deferral / active EE | $7,851 | $3,870+102.9% | $5,058+55.2% | $4,297+82.7% |
| Admin fee / account holder | $9,387 | $6,715+39.8% | $8,394+11.8% | $6,935+35.4% |