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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 | $80,047 | $73,787+8.5% | $98,716-18.9% | $82,448-2.9% |
| Participation rate | 92.9% | 61.4%+31.4pp | 69.3%+23.6pp | 68.1%+24.8pp |
| Annual return | 15.82% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,729 | $1,511+80.6% | $2,279+19.8% | $2,551+7.0% |
| Participant deferral / active EE | $2,128 | $3,081-30.9% | $4,048-47.4% | $4,139-48.6% |
| Admin fee / account holder | $1,547 | $6,500-76.2% | $8,703-82.2% | $7,234-78.6% |