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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 | $83,096 | $80,983+2.6% | $96,544-13.9% | $75,177+10.5% |
| Participation rate | 97.4% | 71.8%+25.6pp | 76.0%+21.4pp | 67.2%+30.2pp |
| Annual return | 17.59% | 27.05%-9.5pp | 25.88%-8.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $5,108 | $2,282+123.8% | $2,966+72.2% | $2,671+91.2% |
| Participant deferral / active EE | $5,780 | $3,929+47.1% | $4,851+19.1% | $4,126+40.1% |
| Admin fee / account holder | $6,698 | $6,717-0.3% | $8,254-18.9% | $5,651+18.5% |