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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 | $113,458 | $67,894+67.1% | $89,340+27.0% | $82,448+37.6% |
| Participation rate | 82.8% | 64.0%+18.7pp | 69.6%+13.2pp | 68.1%+14.7pp |
| Annual return | 21.13% | 19.21%+1.9pp | 20.57%+0.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,240 | $1,828-32.2% | $2,231-44.4% | $2,551-51.4% |
| Participant deferral / active EE | $3,893 | $3,072+26.7% | $3,823+1.8% | $4,139-6.0% |
| Admin fee / account holder | $781 | $5,723-86.3% | $6,704-88.3% | $7,234-89.2% |