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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 | $91,698 | $80,983+13.2% | $96,544-5.0% | $75,177+22.0% |
| Participation rate | 96.8% | 71.8%+25.0pp | 76.0%+20.8pp | 67.2%+29.6pp |
| Annual return | 16.01% | 27.05%-11.0pp | 25.88%-9.9pp | 160.75%-144.7pp |
| Employer contribution / active EE | $1,214 | $2,282-46.8% | $2,966-59.1% | $2,671-54.6% |
| Participant deferral / active EE | $3,215 | $3,929-18.2% | $4,851-33.7% | $4,126-22.1% |
| Admin fee / account holder | $3,172 | $6,717-52.8% | $8,254-61.6% | $5,651-43.9% |