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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 | $76,834+4.2% | $108,359-26.1% | $87,485-8.5% |
| Participation rate | 92.9% | 61.7%+31.1pp | 70.1%+22.7pp | 68.9%+23.9pp |
| Annual return | 15.82% | 19.09%-3.3pp | 36.89%-21.1pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,729 | $1,556+75.3% | $2,399+13.7% | $2,596+5.1% |
| Participant deferral / active EE | $2,128 | $3,100-31.4% | $4,137-48.6% | $4,274-50.2% |
| Admin fee / account holder | $1,547 | $6,537-76.3% | $9,741-84.1% | $7,775-80.1% |