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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 | $109,383 | $104,098+5.1% | $140,514-22.2% | $94,015+16.3% |
| Participation rate | 97.8% | 73.7%+24.1pp | 77.8%+20.0pp | 70.8%+27.0pp |
| Annual return | 11.20% | 15.14%-3.9pp | 14.36%-3.2pp | 17.84%-6.6pp |
| Employer contribution / active EE | $2,609 | $2,388+9.2% | $3,378-22.8% | $2,790-6.5% |
| Participant deferral / active EE | $4,615 | $4,033+14.4% | $4,919-6.2% | $4,249+8.6% |
| Admin fee / account holder | $14,523 | $10,439+39.1% | $13,697+6.0% | $8,951+62.3% |