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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 | $99,117 | $106,749-7.1% | $145,433-31.8% | $82,448+20.2% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 17.44% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,013 | $3,444-12.5% | $4,554-33.9% | $2,551+18.1% |
| Participant deferral / active EE | $6,516 | $6,5190% | $7,897-17.5% | $4,139+57.4% |
| Admin fee / account holder | $26,212 | $8,390+212.4% | $13,129+99.6% | $7,234+262.3% |