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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 | $100,820 | $67,602+49.1% | $82,312+22.5% | $70,126+43.8% |
| Participation rate | 88.2% | 72.8%+15.5pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 17.88% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,011 | $1,755+14.6% | $2,428-17.2% | $2,343-14.2% |
| Participant deferral / active EE | $5,005 | $2,987+67.5% | $3,706+35.0% | $3,332+50.2% |
| Admin fee / account holder | $4,468 | $4,512-1.0% | $5,608-20.3% | $4,645-3.8% |