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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 | $109,823 | $108,825+0.9% | $156,181-29.7% | $82,448+33.2% |
| Participation rate | 87.1% | 72.4%+14.8pp | 78.8%+8.3pp | 68.1%+19.1pp |
| Annual return | 17.93% | 20.59%-2.7pp | 64.87%-46.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,776 | $2,870+31.6% | $4,294-12.1% | $2,551+48.0% |
| Participant deferral / active EE | $6,978 | $4,577+52.4% | $6,132+13.8% | $4,139+68.6% |
| Admin fee / account holder | $7,920 | $9,341-15.2% | $14,586-45.7% | $7,234+9.5% |