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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 | $110,015 | $97,550+12.8% | $120,344-8.6% | $87,485+25.8% |
| Participation rate | 97.4% | 72.8%+24.5pp | 76.7%+20.7pp | 68.9%+28.4pp |
| Annual return | 17.26% | 18.41%-1.2pp | 20.30%-3.0pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,727 | $2,291-24.6% | $3,020-42.8% | $2,596-33.5% |
| Participant deferral / active EE | $6,528 | $4,230+54.3% | $5,135+27.1% | $4,274+52.8% |
| Admin fee / account holder | $5,489 | $9,543-42.5% | $12,742-56.9% | $7,775-29.4% |