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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 | $80,693 | $57,590+40.1% | $86,233-6.4% | $82,448-2.1% |
| Participation rate | 97.9% | 57.9%+40.0pp | 69.0%+28.9pp | 68.1%+29.8pp |
| Annual return | 13.97% | 22.41%-8.4pp | 61.39%-47.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,915 | $1,655+15.7% | $2,504-23.5% | $2,551-24.9% |
| Participant deferral / active EE | $4,090 | $3,080+32.8% | $4,559-10.3% | $4,139-1.2% |
| Admin fee / account holder | $8,496 | $4,730+79.6% | $8,342+1.8% | $7,234+17.4% |