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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 | $86,919+9.1% | $102,457-7.5% | $80,911+17.2% |
| Participation rate | 96.5% | 72.4%+24.1pp | 76.5%+20.0pp | 67.6%+28.8pp |
| Annual return | 12.56% | 18.90%-6.3pp | 29.41%-16.8pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,173 | $2,368-8.2% | $3,022-28.1% | $2,756-21.2% |
| Participant deferral / active EE | $6,514 | $4,119+58.1% | $5,054+28.9% | $4,297+51.6% |
| Admin fee / account holder | $12,902 | $8,049+60.3% | $9,451+36.5% | $6,935+86.1% |