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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 | $113,877 | $101,752+11.9% | $164,928-31.0% | $80,911+40.7% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.6pp |
| Annual return | 14.27% | 16.73%-2.5pp | 70.08%-55.8pp | 35.63%-21.4pp |
| Employer contribution / active EE | $3,049 | $2,953+3.2% | $4,343-29.8% | $2,756+10.6% |
| Participant deferral / active EE | $5,250 | $4,477+17.3% | $6,034-13.0% | $4,297+22.2% |
| Admin fee / account holder | $2,915 | $8,218-64.5% | $12,684-77.0% | $6,935-58.0% |