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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 | $107,576 | $101,795+5.7% | $165,100-34.8% | $80,959+32.9% |
| Participation rate | 95.4% | 71.8%+23.6pp | 78.6%+16.8pp | 67.7%+27.7pp |
| Annual return | 31.41% | 16.73%+14.7pp | 70.21%-38.8pp | 35.67%-4.3pp |
| Employer contribution / active EE | $2,595 | $2,954-12.1% | $4,348-40.3% | $2,757-5.9% |
| Participant deferral / active EE | $4,799 | $4,476+7.2% | $6,035-20.5% | $4,300+11.6% |
| Admin fee / account holder | $1,188 | $8,221-85.5% | $12,696-90.6% | $6,925-82.8% |