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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 | $109,120 | $106,749+2.2% | $145,433-25.0% | $82,448+32.3% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 15.89% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,784 | $3,444+9.9% | $4,554-16.9% | $2,551+48.4% |
| Participant deferral / active EE | $7,536 | $6,519+15.6% | $7,897-4.6% | $4,139+82.1% |
| Admin fee / account holder | $13,853 | $8,390+65.1% | $13,129+5.5% | $7,234+91.5% |