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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 | $82,306 | $95,453-13.8% | $112,040-26.5% | $82,448-0.2% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.5%+21.0pp | 68.1%+29.4pp |
| Annual return | 18.65% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,574 | $2,318+54.2% | $2,954+21.0% | $2,551+40.1% |
| Participant deferral / active EE | $4,675 | $4,224+10.7% | $5,098-8.3% | $4,139+12.9% |
| Admin fee / account holder | $5,143 | $9,013-42.9% | $12,098-57.5% | $7,234-28.9% |