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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 | $106,797 | $107,421-0.6% | $182,262-41.4% | $94,015+13.6% |
| Participation rate | 87.2% | 77.8%+9.4pp | 84.2%+3.0pp | 70.8%+16.4pp |
| Annual return | 18.40% | 21.32%-2.9pp | 140.60%-122.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $5,080 | $3,448+47.3% | $5,046+0.7% | $2,790+82.1% |
| Participant deferral / active EE | $10,075 | $6,558+53.6% | $8,276+21.7% | $4,249+137.1% |
| Admin fee / account holder | $10,797 | $8,692+24.2% | $16,712-35.4% | $8,951+20.6% |