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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 | $100,422 | $73,955+35.8% | $96,520+4.0% | $75,181+33.6% |
| Participation rate | 70.3% | 66.4%+3.9pp | 74.3%-4.0pp | 67.2%+3.1pp |
| Annual return | 18.24% | 26.72%-8.5pp | 35.72%-17.5pp | 160.69%-142.4pp |
| Employer contribution / active EE | $2,293 | $2,930-21.7% | $3,739-38.7% | $2,671-14.1% |
| Participant deferral / active EE | $7,797 | $3,659+113.1% | $4,879+59.8% | $4,126+89.0% |
| Admin fee / account holder | $2,631 | $5,217-49.6% | $6,733-60.9% | $5,650-53.4% |