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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 | $104,653 | $104,098+0.5% | $140,514-25.5% | $94,015+11.3% |
| Participation rate | 94.6% | 73.7%+20.9pp | 77.8%+16.8pp | 70.8%+23.8pp |
| Annual return | 17.82% | 15.14%+2.7pp | 14.36%+3.5pp | 17.84%0pp |
| Employer contribution / active EE | $2,915 | $2,388+22.0% | $3,378-13.7% | $2,790+4.5% |
| Participant deferral / active EE | $6,025 | $4,033+49.4% | $4,919+22.5% | $4,249+41.8% |
| Admin fee / account holder | $7,323 | $10,439-29.9% | $13,697-46.5% | $8,951-18.2% |