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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 | $99,354 | $69,590+42.8% | $136,867-27.4% | $94,015+5.7% |
| Participation rate | 97.5% | 66.3%+31.2pp | 74.5%+23.0pp | 70.8%+26.7pp |
| Annual return | 10.83% | 19.62%-8.8pp | 42.97%-32.1pp | 17.84%-7.0pp |
| Employer contribution / active EE | $2,268 | $2,396-5.4% | $3,547-36.1% | $2,790-18.7% |
| Participant deferral / active EE | $4,094 | $3,437+19.1% | $4,924-16.9% | $4,249-3.7% |
| Admin fee / account holder | $4,776 | $8,912-46.4% | $10,340-53.8% | $8,951-46.6% |