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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 | $98,994 | $106,749-7.3% | $145,433-31.9% | $82,448+20.1% |
| Participation rate | 88.7% | 75.6%+13.1pp | 82.1%+6.6pp | 68.1%+20.6pp |
| Annual return | 16.10% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,624 | $3,444+34.2% | $4,554+1.5% | $2,551+81.3% |
| Participant deferral / active EE | $6,719 | $6,519+3.1% | $7,897-14.9% | $4,139+62.3% |
| Admin fee / account holder | $16,218 | $8,390+93.3% | $13,129+23.5% | $7,234+124.2% |