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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 | $99,589 | $86,050+15.7% | $189,758-47.5% | $94,015+5.9% |
| Participation rate | 96.6% | 68.9%+27.7pp | 79.8%+16.8pp | 70.8%+25.7pp |
| Annual return | 16.44% | 17.77%-1.3pp | 52.62%-36.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $2,266 | $2,819-19.6% | $4,767-52.5% | $2,790-18.8% |
| Participant deferral / active EE | $5,893 | $3,349+76.0% | $5,856+0.6% | $4,249+38.7% |
| Admin fee / account holder | $756 | $6,627-88.6% | $20,388-96.3% | $8,951-91.6% |