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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 | $80,475 | $72,177+11.5% | $115,038-30.0% | $59,633+34.9% |
| Participation rate | 95.0% | 72.6%+22.4pp | 81.4%+13.6pp | 68.7%+26.3pp |
| Annual return | 3.09% | 12.02%-8.9pp | 26.14%-23.1pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $2,798 | $2,841-1.5% | $4,608-39.3% | $2,203+27.0% |
| Participant deferral / active EE | $8,230 | $4,783+72.1% | $6,026+36.6% | $3,192+157.9% |
| Admin fee / account holder | $6,173 | $4,927+25.3% | $8,175-24.5% | $4,297+43.7% |