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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 | $74,162 | $89,515-17.2% | $103,486-28.3% | $80,935-8.4% |
| Participation rate | 97.2% | 76.0%+21.2pp | 80.5%+16.7pp | 67.7%+29.6pp |
| Annual return | 23.51% | 22.82%+0.7pp | 23.93%-0.4pp | 35.66%-12.1pp |
| Employer contribution / active EE | $3,447 | $4,015-14.2% | $4,679-26.3% | $2,757+25.0% |
| Participant deferral / active EE | $8,902 | $5,463+63.0% | $6,628+34.3% | $4,299+107.0% |
| Admin fee / account holder | $1,896 | $6,527-71.0% | $9,354-79.7% | $6,924-72.6% |