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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 | $97,550-15.6% | $120,344-31.6% | $87,485-5.9% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.7%+20.8pp | 68.9%+28.6pp |
| Annual return | 18.65% | 18.41%+0.2pp | 20.30%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $3,574 | $2,291+56.0% | $3,020+18.3% | $2,596+37.7% |
| Participant deferral / active EE | $4,675 | $4,230+10.5% | $5,135-9.0% | $4,274+9.4% |
| Admin fee / account holder | $5,143 | $9,543-46.1% | $12,742-59.6% | $7,775-33.9% |