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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 | $100,506 | $101,795-1.3% | $165,100-39.1% | $80,959+24.1% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.2pp |
| Annual return | 11.33% | 16.73%-5.4pp | 70.21%-58.9pp | 35.67%-24.3pp |
| Employer contribution / active EE | $4,904 | $2,954+66.0% | $4,348+12.8% | $2,757+77.9% |
| Participant deferral / active EE | $6,952 | $4,476+55.3% | $6,035+15.2% | $4,300+61.7% |
| Admin fee / account holder | $4,715 | $8,221-42.6% | $12,696-62.9% | $6,925-31.9% |