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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 | $86,330+18.1% | $121,871-16.3% | $94,015+8.4% |
| Participation rate | 92.2% | 66.7%+25.5pp | 73.2%+19.0pp | 70.8%+21.4pp |
| Annual return | 14.51% | 14.95%-0.4pp | 13.57%+0.9pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,127 | $2,292-7.2% | $2,731-22.1% | $2,790-23.7% |
| Participant deferral / active EE | $4,113 | $3,146+30.7% | $4,318-4.8% | $4,249-3.2% |
| Admin fee / account holder | $4,972 | $7,346-32.3% | $11,551-57.0% | $8,951-44.5% |