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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 | $63,845+61.9% | $81,370+27.1% | $80,959+27.7% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.5%+20.2pp | 67.7%+22.1pp |
| Annual return | 14.81% | 16.37%-1.6pp | 24.85%-10.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,305 | $1,980+16.4% | $2,464-6.4% | $2,757-16.4% |
| Participant deferral / active EE | $7,485 | $3,093+142.0% | $3,885+92.7% | $4,300+74.1% |
| Admin fee / account holder | $22,002 | $5,688+286.8% | $5,749+282.7% | $6,925+217.7% |