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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 | $124,962 | $104,098+20.0% | $140,514-11.1% | $94,015+32.9% |
| Participation rate | 98.1% | 73.7%+24.4pp | 77.8%+20.4pp | 70.8%+27.3pp |
| Annual return | 14.46% | 15.14%-0.7pp | 14.36%+0.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $2,738 | $2,388+14.7% | $3,378-18.9% | $2,790-1.9% |
| Participant deferral / active EE | $7,676 | $4,033+90.3% | $4,919+56.1% | $4,249+80.6% |
| Admin fee / account holder | $4,099 | $10,439-60.7% | $13,697-70.1% | $8,951-54.2% |