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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 | $113,780 | $101,778+11.8% | $164,975-31.0% | $80,925+40.6% |
| Participation rate | 80.2% | 71.8%+8.4pp | 78.6%+1.6pp | 67.7%+12.6pp |
| Annual return | 19.71% | 16.73%+3.0pp | 70.12%-50.4pp | 35.65%-15.9pp |
| Employer contribution / active EE | $2,377 | $2,954-19.5% | $4,343-45.3% | $2,756-13.8% |
| Participant deferral / active EE | $3,879 | $4,477-13.3% | $6,033-35.7% | $4,299-9.8% |
| Admin fee / account holder | $903 | $8,221-89.0% | $12,688-92.9% | $6,940-87.0% |