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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 | $89,856 | $63,845+40.7% | $81,370+10.4% | $80,959+11.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.7%+22.3pp |
| Annual return | 12.05% | 16.37%-4.3pp | 24.85%-12.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,292 | $1,980+15.8% | $2,464-7.0% | $2,757-16.9% |
| Participant deferral / active EE | $4,938 | $3,093+59.7% | $3,885+27.1% | $4,300+14.8% |
| Admin fee / account holder | $7,509 | $5,688+32.0% | $5,749+30.6% | $6,925+8.4% |