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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 | $80,000 | $100,194-20.2% | $122,979-34.9% | $86,983-8.0% |
| Participation rate | 91.9% | 73.0%+18.9pp | 77.2%+14.7pp | 69.5%+22.4pp |
| Annual return | 14.51% | 16.47%-2.0pp | 20.12%-5.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,398 | $2,326+3.1% | $3,062-21.7% | $2,584-7.2% |
| Participant deferral / active EE | $5,553 | $4,133+34.4% | $5,003+11.0% | $4,194+32.4% |
| Admin fee / account holder | $12,120 | $10,148+19.4% | $12,864-5.8% | $7,856+54.3% |