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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 | $111,910 | $94,031+19.0% | $115,768-3.3% | $82,448+35.7% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.4%+19.5pp | 68.1%+25.9pp |
| Annual return | 17.81% | 20.61%-2.8pp | 100.46%-82.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,229 | $2,323-4.1% | $2,940-24.2% | $2,551-12.6% |
| Participant deferral / active EE | $3,698 | $3,972-6.9% | $4,917-24.8% | $4,139-10.7% |
| Admin fee / account holder | $16,892 | $10,249+64.8% | $12,439+35.8% | $7,234+133.5% |