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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 | $101,949 | $67,894+50.2% | $89,340+14.1% | $82,448+23.7% |
| Participation rate | 92.2% | 64.0%+28.1pp | 69.6%+22.6pp | 68.1%+24.1pp |
| Annual return | 14.51% | 19.21%-4.7pp | 20.57%-6.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,127 | $1,828+16.4% | $2,231-4.7% | $2,551-16.6% |
| Participant deferral / active EE | $4,113 | $3,072+33.9% | $3,823+7.6% | $4,139-0.6% |
| Admin fee / account holder | $4,972 | $5,723-13.1% | $6,704-25.8% | $7,234-31.3% |