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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 | $107,615 | $81,358+32.3% | $155,556-30.8% | $80,959+32.9% |
| Participation rate | 96.6% | 66.3%+30.3pp | 78.2%+18.4pp | 67.7%+28.9pp |
| Annual return | 22.94% | 33.39%-10.4pp | 64.84%-41.9pp | 35.67%-12.7pp |
| Employer contribution / active EE | $2,837 | $3,106-8.7% | $4,675-39.3% | $2,757+2.9% |
| Participant deferral / active EE | $6,070 | $3,455+75.7% | $5,631+7.8% | $4,300+41.1% |
| Admin fee / account holder | $6,540 | $7,994-18.2% | $15,885-58.8% | $6,925-5.6% |