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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 | $102,352 | $100,194+2.2% | $122,979-16.8% | $86,983+17.7% |
| Participation rate | 74.4% | 73.0%+1.4pp | 77.2%-2.8pp | 69.5%+4.8pp |
| Annual return | 16.40% | 16.47%-0.1pp | 20.12%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,879 | $2,326-19.2% | $3,062-38.6% | $2,584-27.3% |
| Participant deferral / active EE | $5,861 | $4,133+41.8% | $5,003+17.1% | $4,194+39.7% |
| Admin fee / account holder | $12,992 | $10,148+28.0% | $12,864+1.0% | $7,856+65.4% |