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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 | $99,332 | $106,864-7.0% | $147,318-32.6% | $82,637+20.2% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 17.97% | 27.49%-9.5pp | 70.43%-52.5pp | 53.51%-35.5pp |
| Employer contribution / active EE | $3,568 | $3,417+4.4% | $4,593-22.3% | $2,552+39.8% |
| Participant deferral / active EE | $10,959 | $6,496+68.7% | $7,906+38.6% | $4,126+165.6% |
| Admin fee / account holder | $6,573 | $8,415-21.9% | $13,708-52.0% | $7,339-10.4% |