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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 | $94,805 | $86,949+9.0% | $102,460-7.5% | $80,959+17.1% |
| Participation rate | 96.5% | 72.4%+24.1pp | 76.5%+20.0pp | 67.7%+28.8pp |
| Annual return | 12.56% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,173 | $2,370-8.3% | $3,025-28.2% | $2,757-21.2% |
| Participant deferral / active EE | $6,514 | $4,121+58.1% | $5,056+28.8% | $4,300+51.5% |
| Admin fee / account holder | $12,902 | $8,048+60.3% | $9,460+36.4% | $6,925+86.3% |