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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 | $107,237 | $86,919+23.4% | $102,457+4.7% | $80,911+32.5% |
| Participation rate | 96.6% | 72.4%+24.3pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 26.11% | 18.90%+7.2pp | 29.41%-3.3pp | 35.63%-9.5pp |
| Employer contribution / active EE | $2,081 | $2,368-12.2% | $3,022-31.2% | $2,756-24.5% |
| Participant deferral / active EE | $6,953 | $4,119+68.8% | $5,054+37.6% | $4,297+61.8% |
| Admin fee / account holder | $11,419 | $8,049+41.9% | $9,451+20.8% | $6,935+64.7% |