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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 | $103,382 | $63,773+62.1% | $81,286+27.2% | $80,925+27.8% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.5%+20.3pp | 67.7%+22.1pp |
| Annual return | 14.81% | 16.37%-1.6pp | 24.80%-10.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,305 | $1,979+16.5% | $2,463-6.4% | $2,756-16.4% |
| Participant deferral / active EE | $7,485 | $3,093+142.0% | $3,883+92.8% | $4,299+74.1% |
| Admin fee / account holder | $22,002 | $5,682+287.2% | $5,764+281.7% | $6,940+217.0% |