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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 | $111,329 | $104,098+6.9% | $140,514-20.8% | $94,015+18.4% |
| Participation rate | 94.6% | 73.7%+20.9pp | 77.8%+16.8pp | 70.8%+23.8pp |
| Annual return | 20.84% | 15.14%+5.7pp | 14.36%+6.5pp | 17.84%+3.0pp |
| Employer contribution / active EE | $1,560 | $2,388-34.7% | $3,378-53.8% | $2,790-44.1% |
| Participant deferral / active EE | $6,441 | $4,033+59.7% | $4,919+31.0% | $4,249+51.6% |
| Admin fee / account holder | $15,447 | $10,439+48.0% | $13,697+12.8% | $8,951+72.6% |