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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 | $123,478-7.0% | $216,567-47.0% | $94,015+22.1% |
| Participation rate | 98.6% | 75.1%+23.4pp | 81.6%+16.9pp | 70.8%+27.7pp |
| Annual return | 16.59% | 23.61%-7.0pp | 12.94%+3.6pp | 17.84%-1.3pp |
| Employer contribution / active EE | $5,370 | $3,136+71.3% | $5,216+3.0% | $2,790+92.5% |
| Participant deferral / active EE | $7,250 | $4,556+59.1% | $6,191+17.1% | $4,249+70.6% |
| Admin fee / account holder | $13,720 | $12,753+7.6% | $21,981-37.6% | $8,951+53.3% |