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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 | $93,614 | $86,919+7.7% | $102,457-8.6% | $80,911+15.7% |
| Participation rate | 94.4% | 72.4%+22.0pp | 76.5%+17.9pp | 67.6%+26.7pp |
| Annual return | 13.36% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $2,173 | $2,368-8.2% | $3,022-28.1% | $2,756-21.1% |
| Participant deferral / active EE | $3,423 | $4,119-16.9% | $5,054-32.3% | $4,297-20.3% |
| Admin fee / account holder | $9,308 | $8,049+15.6% | $9,451-1.5% | $6,935+34.2% |