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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 | $98,889 | $87,841+12.6% | $133,981-26.2% | $62,891+57.2% |
| Participation rate | 94.9% | 83.4%+11.5pp | 87.1%+7.8pp | 69.3%+25.6pp |
| Annual return | 10.85% | 12.05%-1.2pp | 29.30%-18.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,105 | $3,483-39.6% | $5,211-59.6% | $2,281-7.7% |
| Participant deferral / active EE | $8,524 | $4,812+77.1% | $6,282+35.7% | $3,203+166.1% |
| Admin fee / account holder | $513 | $5,371-90.5% | $9,324-94.5% | $4,296-88.1% |