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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 | $113,351 | $108,825+4.2% | $156,181-27.4% | $82,448+37.5% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 18.73% | 20.59%-1.9pp | 64.87%-46.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $5,590 | $2,870+94.8% | $4,294+30.2% | $2,551+119.1% |
| Participant deferral / active EE | $6,020 | $4,577+31.5% | $6,132-1.8% | $4,139+45.4% |
| Admin fee / account holder | $8,459 | $9,341-9.4% | $14,586-42.0% | $7,234+16.9% |