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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 | $108,179 | $72,027+50.2% | $185,835-41.8% | $79,852+35.5% |
| Participation rate | 96.8% | 65.8%+31.0pp | 78.0%+18.7pp | 69.6%+27.1pp |
| Annual return | 19.37% | 23.13%-3.8pp | 35.96%-16.6pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,332 | $1,965+18.7% | $4,087-42.9% | $2,471-5.6% |
| Participant deferral / active EE | $7,009 | $3,780+85.5% | $5,633+24.4% | $3,740+87.4% |
| Admin fee / account holder | $6,533 | $4,513+44.8% | $9,502-31.2% | $5,306+23.1% |