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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 | $106,247 | $97,550+8.9% | $120,344-11.7% | $87,485+21.4% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.7%+19.4pp | 68.9%+27.2pp |
| Annual return | 12.69% | 18.41%-5.7pp | 20.30%-7.6pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,583 | $2,291+56.4% | $3,020+18.6% | $2,596+38.0% |
| Participant deferral / active EE | $4,201 | $4,230-0.7% | $5,135-18.2% | $4,274-1.7% |
| Admin fee / account holder | $22,224 | $9,543+132.9% | $12,742+74.4% | $7,775+185.8% |