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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 | $103,330 | $104,098-0.7% | $140,514-26.5% | $94,015+9.9% |
| Participation rate | 87.2% | 73.7%+13.5pp | 77.8%+9.4pp | 70.8%+16.4pp |
| Annual return | 16.24% | 15.14%+1.1pp | 14.36%+1.9pp | 17.84%-1.6pp |
| Employer contribution / active EE | $629 | $2,388-73.7% | $3,378-81.4% | $2,790-77.5% |
| Participant deferral / active EE | $4,191 | $4,033+3.9% | $4,919-14.8% | $4,249-1.4% |
| Admin fee / account holder | $1,245 | $10,439-88.1% | $13,697-90.9% | $8,951-86.1% |