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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 | $92,003 | $67,602+36.1% | $82,312+11.8% | $70,126+31.2% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 16.13% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,043 | $1,755+16.4% | $2,428-15.9% | $2,343-12.8% |
| Participant deferral / active EE | $5,971 | $2,987+99.9% | $3,706+61.1% | $3,332+79.2% |
| Admin fee / account holder | $2,242 | $4,512-50.3% | $5,608-60.0% | $4,645-51.7% |