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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 | $103,053 | $124,425-17.2% | $112,040-8.0% | $137,256-24.9% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 17.90% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,004 | $3,411+17.4% | $2,954+35.5% | $4,156-3.7% |
| Participant deferral / active EE | $10,489 | $5,718+83.4% | $5,098+105.8% | $6,407+63.7% |
| Admin fee / account holder | $9,610 | $15,207-36.8% | $12,098-20.6% | $12,270-21.7% |