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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 | $102,425 | $72,273+41.7% | $101,275+1.1% | $79,856+28.3% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 24.35% | 22.30%+2.1pp | 46.48%-22.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $970 | $2,691-64.0% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $4,335 | $3,282+32.1% | $4,371-0.8% | $3,741+15.9% |
| Admin fee / account holder | $5,035 | $4,401+14.4% | $5,948-15.4% | $5,306-5.1% |