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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 | $106,988 | $104,098+2.8% | $140,514-23.9% | $94,015+13.8% |
| Participation rate | 94.0% | 73.7%+20.3pp | 77.8%+16.2pp | 70.8%+23.2pp |
| Annual return | 13.78% | 15.14%-1.4pp | 14.36%-0.6pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,780 | $2,388-25.4% | $3,378-47.3% | $2,790-36.2% |
| Participant deferral / active EE | $2,523 | $4,033-37.4% | $4,919-48.7% | $4,249-40.6% |
| Admin fee / account holder | $1,853 | $10,439-82.2% | $13,697-86.5% | $8,951-79.3% |