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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 | $102,010 | $73,787+38.2% | $98,716+3.3% | $82,448+23.7% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.3%+28.7pp | 68.1%+29.9pp |
| Annual return | 16.45% | 18.57%-2.1pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,459 | $1,511+195.1% | $2,279+95.7% | $2,551+74.8% |
| Participant deferral / active EE | $4,211 | $3,081+36.6% | $4,048+4.0% | $4,139+1.7% |
| Admin fee / account holder | $6,254 | $6,500-3.8% | $8,703-28.1% | $7,234-13.5% |