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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 | $101,926 | $108,825-6.3% | $156,181-34.7% | $82,448+23.6% |
| Participation rate | 73.9% | 72.4%+1.5pp | 78.8%-4.9pp | 68.1%+5.8pp |
| Annual return | 18.19% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,470 | $2,870+20.9% | $4,294-19.2% | $2,551+36.0% |
| Participant deferral / active EE | $6,525 | $4,577+42.6% | $6,132+6.4% | $4,139+57.6% |
| Admin fee / account holder | $2,566 | $9,341-72.5% | $14,586-82.4% | $7,234-64.5% |