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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 | $108,974 | $106,524+2.3% | $152,301-28.4% | $87,485+24.6% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 19.42% | 26.89%-7.5pp | 80.50%-61.1pp | 26.06%-6.6pp |
| Employer contribution / active EE | $4,822 | $3,371+43.0% | $4,624+4.3% | $2,596+85.7% |
| Participant deferral / active EE | $8,224 | $6,525+26.0% | $8,004+2.8% | $4,274+92.4% |
| Admin fee / account holder | $2,003 | $8,287-75.8% | $14,398-86.1% | $7,775-74.2% |