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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 | $95,174 | $73,955+28.7% | $96,520-1.4% | $75,181+26.6% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 17.48% | 26.72%-9.2pp | 35.72%-18.2pp | 160.69%-143.2pp |
| Employer contribution / active EE | $2,616 | $2,930-10.7% | $3,739-30.0% | $2,671-2.0% |
| Participant deferral / active EE | $5,228 | $3,659+42.9% | $4,879+7.2% | $4,126+26.7% |
| Admin fee / account holder | $6,481 | $5,217+24.2% | $6,733-3.8% | $5,650+14.7% |