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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 | $107,591 | $95,453+12.7% | $112,040-4.0% | $82,448+30.5% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.5%+12.0pp | 68.1%+20.4pp |
| Annual return | 13.88% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,542 | $2,318+9.7% | $2,954-14.0% | $2,551-0.4% |
| Participant deferral / active EE | $8,958 | $4,224+112.1% | $5,098+75.7% | $4,139+116.4% |
| Admin fee / account holder | $8,254 | $9,013-8.4% | $12,098-31.8% | $7,234+14.1% |