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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 | $82,306 | $104,098-20.9% | $140,514-41.4% | $94,015-12.5% |
| Participation rate | 97.5% | 73.7%+23.8pp | 77.8%+19.7pp | 70.8%+26.7pp |
| Annual return | 18.65% | 15.14%+3.5pp | 14.36%+4.3pp | 17.84%+0.8pp |
| Employer contribution / active EE | $3,574 | $2,388+49.7% | $3,378+5.8% | $2,790+28.1% |
| Participant deferral / active EE | $4,675 | $4,033+15.9% | $4,919-4.9% | $4,249+10.0% |
| Admin fee / account holder | $5,143 | $10,439-50.7% | $13,697-62.5% | $8,951-42.5% |