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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 | $82,087 | $110,137-25.5% | $161,149-49.1% | $82,637-0.7% |
| Participation rate | 96.0% | 72.4%+23.6pp | 78.8%+17.2pp | 68.1%+27.9pp |
| Annual return | 16.38% | 20.69%-4.3pp | 21.16%-4.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $3,344 | $2,856+17.1% | $4,360-23.3% | $2,552+31.0% |
| Participant deferral / active EE | $10,375 | $4,575+126.8% | $6,153+68.6% | $4,126+151.4% |
| Admin fee / account holder | $7,093 | $9,467-25.1% | $15,194-53.3% | $7,339-3.3% |