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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 | $99,875-22.0% | $146,866-47.0% | $86,983-10.5% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 17.65% | 28.10%-10.4pp | 102.85%-85.2pp | 25.83%-8.2pp |
| Employer contribution / active EE | $2,903 | $3,224-10.0% | $4,425-34.4% | $2,584+12.3% |
| Participant deferral / active EE | $7,009 | $6,322+10.9% | $7,759-9.7% | $4,194+67.1% |
| Admin fee / account holder | $11,583 | $7,838+47.8% | $13,620-15.0% | $7,856+47.4% |