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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 | $77,862 | $106,749-27.1% | $145,433-46.5% | $82,448-5.6% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 17.65% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,903 | $3,444-15.7% | $4,554-36.3% | $2,551+13.8% |
| Participant deferral / active EE | $7,009 | $6,519+7.5% | $7,897-11.2% | $4,139+69.3% |
| Admin fee / account holder | $11,583 | $8,390+38.1% | $13,129-11.8% | $7,234+60.1% |