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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 | $139,587 | $101,798+37.1% | $165,071-15.4% | $80,935+72.5% |
| Participation rate | 97.9% | 71.8%+26.0pp | 78.6%+19.2pp | 67.7%+30.2pp |
| Annual return | 14.79% | 16.73%-1.9pp | 70.17%-55.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,682 | $2,954-9.2% | $4,347-38.3% | $2,757-2.7% |
| Participant deferral / active EE | $4,590 | $4,476+2.5% | $6,035-23.9% | $4,299+6.8% |
| Admin fee / account holder | $9,342 | $8,221+13.6% | $12,695-26.4% | $6,924+34.9% |