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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 | $104,580 | $86,938+20.3% | $102,423+2.1% | $80,925+29.2% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.6pp | 67.7%+29.5pp |
| Annual return | 10.44% | 18.89%-8.4pp | 29.42%-19.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,832 | $2,369+19.5% | $3,023-6.3% | $2,756+2.7% |
| Participant deferral / active EE | $2,421 | $4,120-41.3% | $5,054-52.1% | $4,299-43.7% |
| Admin fee / account holder | $8,606 | $8,053+6.9% | $9,455-9.0% | $6,940+24.0% |