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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 | $121,859 | $60,349+101.9% | $74,184+64.3% | $62,881+93.8% |
| Participation rate | 92.3% | 72.7%+19.6pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 10.27% | 21.38%-11.1pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $983 | $1,680-41.5% | $2,370-58.5% | $2,281-56.9% |
| Participant deferral / active EE | $4,239 | $2,856+48.4% | $3,550+19.4% | $3,203+32.3% |
| Admin fee / account holder | $3,761 | $4,261-11.7% | $5,586-32.7% | $4,296-12.5% |