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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 | $86,949+12.1% | $102,460-4.9% | $80,959+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 | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,031 | $2,370-14.3% | $3,025-32.9% | $2,757-26.4% |
| Participant deferral / active EE | $5,932 | $4,121+44.0% | $5,056+17.3% | $4,300+38.0% |
| Admin fee / account holder | $8,034 | $8,048-0.2% | $9,460-15.1% | $6,925+16.0% |