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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 | $105,378 | $101,795+3.5% | $165,100-36.2% | $80,959+30.2% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 15.97% | 16.73%-0.8pp | 70.21%-54.2pp | 35.67%-19.7pp |
| Employer contribution / active EE | $2,229 | $2,954-24.5% | $4,348-48.7% | $2,757-19.1% |
| Participant deferral / active EE | $7,004 | $4,476+56.5% | $6,035+16.1% | $4,300+62.9% |
| Admin fee / account holder | $3,607 | $8,221-56.1% | $12,696-71.6% | $6,925-47.9% |