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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 | $81,487+2.3% | $102,412-18.6% | $80,935+3.0% |
| Participation rate | 98.9% | 66.8%+32.0pp | 74.5%+24.4pp | 67.7%+31.2pp |
| Annual return | 11.84% | 25.60%-13.8pp | 24.94%-13.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $5,585 | $3,103+80.0% | $3,870+44.3% | $2,757+102.6% |
| Participant deferral / active EE | $7,851 | $3,871+102.8% | $5,060+55.1% | $4,299+82.6% |
| Admin fee / account holder | $9,387 | $6,717+39.7% | $8,388+11.9% | $6,924+35.6% |