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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 | $99,875+6.9% | $146,866-27.3% | $86,983+22.8% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.5%+17.6pp |
| Annual return | 18.40% | 28.10%-9.7pp | 102.85%-84.5pp | 25.83%-7.4pp |
| Employer contribution / active EE | $5,080 | $3,224+57.6% | $4,425+14.8% | $2,584+96.6% |
| Participant deferral / active EE | $10,075 | $6,322+59.4% | $7,759+29.8% | $4,194+140.2% |
| Admin fee / account holder | $10,797 | $7,838+37.8% | $13,620-20.7% | $7,856+37.4% |