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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 | $80,556 | $81,358-1.0% | $155,556-48.2% | $80,959-0.5% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 13.56% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,709 | $3,106+83.8% | $4,675+22.1% | $2,757+107.1% |
| Participant deferral / active EE | $5,026 | $3,455+45.4% | $5,631-10.7% | $4,300+16.9% |
| Admin fee / account holder | $2,302 | $7,994-71.2% | $15,885-85.5% | $6,925-66.8% |