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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 | $80,791 | $72,273+11.8% | $101,275-20.2% | $79,856+1.2% |
| Participation rate | 98.1% | 68.5%+29.7pp | 75.8%+22.3pp | 69.6%+28.5pp |
| Annual return | 13.36% | 22.30%-8.9pp | 46.48%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,025 | $2,691-24.8% | $3,660-44.7% | $2,471-18.1% |
| Participant deferral / active EE | $7,759 | $3,282+136.5% | $4,371+77.5% | $3,741+107.4% |
| Admin fee / account holder | $7,007 | $4,401+59.2% | $5,948+17.8% | $5,306+32.0% |