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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 | $93,230 | $76,371+22.1% | $93,621-0.4% | $72,975+27.8% |
| Participation rate | 89.8% | 71.8%+18.0pp | 75.8%+14.0pp | 69.5%+20.3pp |
| Annual return | 17.75% | 25.82%-8.1pp | 32.76%-15.0pp | 81.01%-63.3pp |
| Employer contribution / active EE | $2,027 | $2,276-10.9% | $2,719-25.5% | $2,440-16.9% |
| Participant deferral / active EE | $4,824 | $3,538+36.3% | $4,070+18.5% | $3,608+33.7% |
| Admin fee / account holder | $14,356 | $6,839+109.9% | $7,890+82.0% | $5,124+180.2% |