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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 | $96,538 | $63,845+51.2% | $81,370+18.6% | $80,959+19.2% |
| Participation rate | 93.9% | 63.9%+30.0pp | 69.5%+24.3pp | 67.7%+26.2pp |
| Annual return | 13.35% | 16.37%-3.0pp | 24.85%-11.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,269 | $1,980-35.9% | $2,464-48.5% | $2,757-54.0% |
| Participant deferral / active EE | $3,036 | $3,093-1.9% | $3,885-21.9% | $4,300-29.4% |
| Admin fee / account holder | $2,973 | $5,688-47.7% | $5,749-48.3% | $6,925-57.1% |