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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 | $102,565 | $97,550+5.1% | $120,344-14.8% | $87,485+17.2% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.7%+20.5pp | 68.9%+28.3pp |
| Annual return | 12.20% | 18.41%-6.2pp | 20.30%-8.1pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,217 | $2,291-3.2% | $3,020-26.6% | $2,596-14.6% |
| Participant deferral / active EE | $3,566 | $4,230-15.7% | $5,135-30.6% | $4,274-16.6% |
| Admin fee / account holder | $9,887 | $9,543+3.6% | $12,742-22.4% | $7,775+27.2% |