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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 | $75,877 | $81,487-6.9% | $102,412-25.9% | $80,935-6.2% |
| Participation rate | 95.6% | 66.8%+28.7pp | 74.5%+21.1pp | 67.7%+27.9pp |
| Annual return | 11.51% | 25.60%-14.1pp | 24.94%-13.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $3,149 | $3,103+1.5% | $3,870-18.6% | $2,757+14.2% |
| Participant deferral / active EE | $6,242 | $3,871+61.3% | $5,060+23.4% | $4,299+45.2% |
| Admin fee / account holder | $2,437 | $6,717-63.7% | $8,388-70.9% | $6,924-64.8% |