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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 | $107,117 | $73,787+45.2% | $98,716+8.5% | $82,448+29.9% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 14.69% | 18.57%-3.9pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,623 | $1,511+7.4% | $2,279-28.8% | $2,551-36.4% |
| Participant deferral / active EE | $3,830 | $3,081+24.3% | $4,048-5.4% | $4,139-7.5% |
| Admin fee / account holder | $6,523 | $6,500+0.3% | $8,703-25.0% | $7,234-9.8% |