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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 | $64,462+60.4% | $81,482+26.9% | $80,911+27.8% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.5%+20.3pp | 67.6%+22.1pp |
| Annual return | 14.81% | 16.35%-1.5pp | 24.79%-10.0pp | 35.63%-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 | $3,094+141.9% | $3,885+92.7% | $4,297+74.2% |
| Admin fee / account holder | $22,002 | $5,678+287.5% | $5,761+281.9% | $6,935+217.3% |