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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 | $107,348 | $60,349+77.9% | $74,184+44.7% | $62,881+70.7% |
| Participation rate | 95.5% | 72.7%+22.7pp | 76.6%+18.8pp | 69.3%+26.1pp |
| Annual return | 12.82% | 21.38%-8.6pp | 17.74%-4.9pp | 20.14%-7.3pp |
| Employer contribution / active EE | $873 | $1,680-48.0% | $2,370-63.2% | $2,281-61.7% |
| Participant deferral / active EE | $2,917 | $2,856+2.1% | $3,550-17.8% | $3,203-8.9% |
| Admin fee / account holder | $7,205 | $4,261+69.1% | $5,586+29.0% | $4,296+67.7% |