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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 | $116,062 | $81,504+42.4% | $102,437+13.3% | $80,959+43.4% |
| Participation rate | 96.4% | 66.9%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 11.20% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,706 | $3,104-45.0% | $3,871-55.9% | $2,757-38.1% |
| Participant deferral / active EE | $4,521 | $3,871+16.8% | $5,060-10.7% | $4,300+5.1% |
| Admin fee / account holder | $901 | $6,719-86.6% | $8,388-89.3% | $6,925-87.0% |