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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 | $87,649 | $138,393-36.7% | $184,256-52.4% | $80,959+8.3% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 14.68% | 20.01%-5.3pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $3,135 | $4,847-35.3% | $6,427-51.2% | $2,757+13.7% |
| Participant deferral / active EE | $3,998 | $7,076-43.5% | $9,133-56.2% | $4,300-7.0% |
| Admin fee / account holder | $7,165 | $10,489-31.7% | $13,899-48.5% | $6,925+3.5% |