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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 | $100,308 | $101,795-1.5% | $165,100-39.2% | $80,959+23.9% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.7%+21.2pp |
| Annual return | 12.67% | 16.73%-4.1pp | 70.21%-57.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,937 | $2,954+33.3% | $4,348-9.5% | $2,757+42.8% |
| Participant deferral / active EE | $10,556 | $4,476+135.8% | $6,035+74.9% | $4,300+145.5% |
| Admin fee / account holder | $20,608 | $8,221+150.7% | $12,696+62.3% | $6,925+197.6% |