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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 | $109,101 | $78,015+39.8% | $178,505-38.9% | $80,959+34.8% |
| Participation rate | 84.8% | 65.7%+19.1pp | 77.1%+7.7pp | 67.7%+17.1pp |
| Annual return | 17.02% | 18.10%-1.1pp | 27.16%-10.1pp | 35.67%-18.7pp |
| Employer contribution / active EE | $2,569 | $2,281+12.6% | $3,955-35.0% | $2,757-6.8% |
| Participant deferral / active EE | $4,388 | $4,406-0.4% | $6,280-30.1% | $4,300+2.0% |
| Admin fee / account holder | $2,408 | $7,160-66.4% | $10,428-76.9% | $6,925-65.2% |