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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 | $123,827 | $125,797-1.6% | $170,043-27.2% | $75,173+64.7% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 17.82% | 27.20%-9.4pp | 53.40%-35.6pp | 160.72%-142.9pp |
| Employer contribution / active EE | $3,710 | $4,616-19.6% | $6,790-45.4% | $2,671+38.9% |
| Participant deferral / active EE | $10,280 | $6,838+50.3% | $10,410-1.3% | $4,126+149.1% |
| Admin fee / account holder | $7,477 | $8,177-8.6% | $12,824-41.7% | $5,651+32.3% |