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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 | $97,442 | $86,938+12.1% | $102,423-4.9% | $80,925+20.4% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.7%+29.8pp |
| Annual return | 11.65% | 18.89%-7.2pp | 29.42%-17.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,031 | $2,369-14.3% | $3,023-32.8% | $2,756-26.3% |
| Participant deferral / active EE | $5,932 | $4,120+44.0% | $5,054+17.4% | $4,299+38.0% |
| Admin fee / account holder | $8,034 | $8,053-0.2% | $9,455-15.0% | $6,940+15.8% |