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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 | $107,556 | $77,962+38.0% | $178,540-39.8% | $80,935+32.9% |
| Participation rate | 89.7% | 65.7%+24.1pp | 77.1%+12.6pp | 67.7%+22.1pp |
| Annual return | 14.21% | 18.10%-3.9pp | 27.15%-12.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,650 | $2,280+16.2% | $3,953-33.0% | $2,757-3.9% |
| Participant deferral / active EE | $6,249 | $4,404+41.9% | $6,281-0.5% | $4,299+45.3% |
| Admin fee / account holder | $2,228 | $7,156-68.9% | $10,424-78.6% | $6,924-67.8% |