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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 | $103,427 | $106,864-3.2% | $147,318-29.8% | $82,637+25.2% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 22.84% | 27.49%-4.6pp | 70.43%-47.6pp | 53.51%-30.7pp |
| Employer contribution / active EE | $3,819 | $3,417+11.8% | $4,593-16.8% | $2,552+49.7% |
| Participant deferral / active EE | $9,042 | $6,496+39.2% | $7,906+14.4% | $4,126+119.2% |
| Admin fee / account holder | $13,689 | $8,415+62.7% | $13,708-0.1% | $7,339+86.5% |