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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 | $102,027 | $49,239+107.2% | $70,462+44.8% | $79,858+27.8% |
| Participation rate | 96.2% | 69.2%+27.1pp | 75.1%+21.2pp | 69.6%+26.6pp |
| Annual return | 12.30% | 30.08%-17.8pp | 109.08%-96.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $2,616 | $2,100+24.6% | $2,737-4.4% | $2,471+5.9% |
| Participant deferral / active EE | $3,160 | $2,769+14.1% | $3,710-14.8% | $3,740-15.5% |
| Admin fee / account holder | $2,218 | $2,876-22.9% | $3,845-42.3% | $5,306-58.2% |