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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 | $129,866 | $106,864+21.5% | $147,318-11.8% | $82,637+57.2% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 16.83% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,829 | $3,417-17.2% | $4,593-38.4% | $2,552+10.9% |
| Participant deferral / active EE | $6,502 | $6,496+0.1% | $7,906-17.8% | $4,126+57.6% |
| Admin fee / account holder | $8,155 | $8,415-3.1% | $13,708-40.5% | $7,339+11.1% |