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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 | $75,135 | $104,098-27.8% | $140,514-46.5% | $94,015-20.1% |
| Participation rate | 97.4% | 73.7%+23.7pp | 77.8%+19.6pp | 70.8%+26.6pp |
| Annual return | 16.47% | 15.14%+1.3pp | 14.36%+2.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $4,128 | $2,388+72.9% | $3,378+22.2% | $2,790+48.0% |
| Participant deferral / active EE | $3,212 | $4,033-20.4% | $4,919-34.7% | $4,249-24.4% |
| Admin fee / account holder | $2,419 | $10,439-76.8% | $13,697-82.3% | $8,951-73.0% |