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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 | $90,413 | $70,486+28.3% | $100,528-10.1% | $79,852+13.2% |
| Participation rate | 94.4% | 73.6%+20.8pp | 79.4%+15.0pp | 69.6%+24.8pp |
| Annual return | 16.74% | 21.90%-5.2pp | 30.90%-14.2pp | 31.72%-15.0pp |
| Employer contribution / active EE | $5,009 | $2,165+131.4% | $3,419+46.5% | $2,471+102.7% |
| Participant deferral / active EE | $9,624 | $5,182+85.7% | $6,271+53.5% | $3,740+157.3% |
| Admin fee / account holder | $4,144 | $4,480-7.5% | $8,084-48.7% | $5,306-21.9% |