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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 | $94,124 | $118,488-20.6% | $98,462-4.4% | $139,487-32.5% |
| Participation rate | 93.8% | 77.5%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 21.80% | 18.96%+2.8pp | 21.17%+0.6pp | 373.84%-352.0pp |
| Employer contribution / active EE | $4,670 | $3,611+29.3% | $3,049+53.2% | $4,755-1.8% |
| Participant deferral / active EE | $6,842 | $5,393+26.9% | $4,738+44.4% | $6,713+1.9% |
| Admin fee / account holder | $1,103 | $13,868-92.0% | $8,875-87.6% | $11,407-90.3% |