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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 | $96,347 | $106,864-9.8% | $147,318-34.6% | $82,637+16.6% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 15.73% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,159 | $3,417-7.5% | $4,593-31.2% | $2,552+23.8% |
| Participant deferral / active EE | $7,033 | $6,496+8.3% | $7,906-11.0% | $4,126+70.5% |
| Admin fee / account holder | $9,380 | $8,415+11.5% | $13,708-31.6% | $7,339+27.8% |