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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 | $100,721 | $110,137-8.5% | $161,149-37.5% | $82,637+21.9% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 14.13% | 20.69%-6.6pp | 21.16%-7.0pp | 53.51%-39.4pp |
| Employer contribution / active EE | $3,525 | $2,856+23.4% | $4,360-19.2% | $2,552+38.1% |
| Participant deferral / active EE | $8,747 | $4,575+91.2% | $6,153+42.2% | $4,126+112.0% |
| Admin fee / account holder | $791 | $9,467-91.6% | $15,194-94.8% | $7,339-89.2% |