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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 | $116,524 | $86,949+34.0% | $102,460+13.7% | $80,959+43.9% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.7%+29.5pp |
| Annual return | 18.94% | 18.89%0pp | 29.47%-10.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,684 | $2,370+13.3% | $3,025-11.3% | $2,757-2.7% |
| Participant deferral / active EE | $8,106 | $4,121+96.7% | $5,056+60.3% | $4,300+88.5% |
| Admin fee / account holder | $4,974 | $8,048-38.2% | $9,460-47.4% | $6,925-28.2% |