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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 | $80,672 | $79,961+0.9% | $98,462-18.1% | $75,177+7.3% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.2%+21.4pp | 67.2%+29.3pp |
| Annual return | 13.21% | 19.75%-6.5pp | 21.17%-8.0pp | 160.75%-147.5pp |
| Employer contribution / active EE | $2,329 | $2,264+2.9% | $3,049-23.6% | $2,671-12.8% |
| Participant deferral / active EE | $6,602 | $3,753+75.9% | $4,738+39.3% | $4,126+60.0% |
| Admin fee / account holder | $4,149 | $6,842-39.4% | $8,875-53.3% | $5,651-26.6% |