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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 | $113,603 | $86,050+32.0% | $189,758-40.1% | $94,015+20.8% |
| Participation rate | 82.8% | 68.9%+13.9pp | 79.8%+3.0pp | 70.8%+11.9pp |
| Annual return | 15.37% | 17.77%-2.4pp | 52.62%-37.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $2,642 | $2,819-6.3% | $4,767-44.6% | $2,790-5.3% |
| Participant deferral / active EE | $5,110 | $3,349+52.6% | $5,856-12.7% | $4,249+20.2% |
| Admin fee / account holder | $9,628 | $6,627+45.3% | $20,388-52.8% | $8,951+7.6% |