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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 | $105,150 | $104,098+1.0% | $140,514-25.2% | $94,015+11.8% |
| Participation rate | 94.8% | 73.7%+21.1pp | 77.8%+17.0pp | 70.8%+24.0pp |
| Annual return | 10.45% | 15.14%-4.7pp | 14.36%-3.9pp | 17.84%-7.4pp |
| Employer contribution / active EE | $2,307 | $2,388-3.4% | $3,378-31.7% | $2,790-17.3% |
| Participant deferral / active EE | $4,064 | $4,033+0.8% | $4,919-17.4% | $4,249-4.4% |
| Admin fee / account holder | $925 | $10,439-91.1% | $13,697-93.2% | $8,951-89.7% |