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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 | $114,838 | $114,712+0.1% | $173,730-33.9% | $87,485+31.3% |
| Participation rate | 98.6% | 73.0%+25.6pp | 79.6%+19.0pp | 68.9%+29.6pp |
| Annual return | 16.59% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $5,370 | $2,904+84.9% | $4,577+17.3% | $2,596+106.9% |
| Participant deferral / active EE | $7,250 | $4,642+56.2% | $6,326+14.6% | $4,274+69.6% |
| Admin fee / account holder | $13,720 | $10,210+34.4% | $17,523-21.7% | $7,775+76.5% |