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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 | $110,274 | $67,602+63.1% | $82,312+34.0% | $70,126+57.3% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.1pp |
| Annual return | 19.14% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,211 | $1,755+26.0% | $2,428-8.9% | $2,343-5.6% |
| Participant deferral / active EE | $3,401 | $2,987+13.8% | $3,706-8.2% | $3,332+2.1% |
| Admin fee / account holder | $2,101 | $4,512-53.4% | $5,608-62.5% | $4,645-54.8% |