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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 | $63,809+40.8% | $81,353+10.5% | $80,935+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 | 24.82%-12.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,292 | $1,981+15.7% | $2,464-7.0% | $2,757-16.9% |
| Participant deferral / active EE | $4,938 | $3,093+59.7% | $3,885+27.1% | $4,299+14.9% |
| Admin fee / account holder | $7,509 | $5,686+32.1% | $5,766+30.2% | $6,924+8.4% |