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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 | $102,573 | $64,462+59.1% | $81,482+25.9% | $80,911+26.8% |
| Participation rate | 85.0% | 63.9%+21.1pp | 69.5%+15.5pp | 67.6%+17.4pp |
| Annual return | 10.95% | 16.35%-5.4pp | 24.79%-13.8pp | 35.63%-24.7pp |
| Employer contribution / active EE | $3,669 | $1,979+85.4% | $2,463+48.9% | $2,756+33.1% |
| Participant deferral / active EE | $1,398 | $3,094-54.8% | $3,885-64.0% | $4,297-67.5% |
| Admin fee / account holder | $4,914 | $5,678-13.4% | $5,761-14.7% | $6,935-29.1% |