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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 | $98,455 | $97,648+0.8% | $121,663-19.1% | $87,485+12.5% |
| Participation rate | 98.2% | 70.5%+27.7pp | 74.5%+23.7pp | 68.9%+29.3pp |
| Annual return | 18.14% | 18.03%+0.1pp | 147.54%-129.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,432 | $2,300+5.7% | $3,020-19.5% | $2,596-6.3% |
| Participant deferral / active EE | $4,547 | $3,923+15.9% | $4,887-7.0% | $4,274+6.4% |
| Admin fee / account holder | $5,406 | $11,100-51.3% | $14,289-62.2% | $7,775-30.5% |