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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 | $96,785 | $123,793-21.8% | $177,848-45.6% | $79,856+21.2% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 20.62% | 22.82%-2.2pp | 48.33%-27.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $3,280 | $4,095-19.9% | $5,919-44.6% | $2,471+32.7% |
| Participant deferral / active EE | $7,540 | $5,956+26.6% | $7,714-2.3% | $3,741+101.6% |
| Admin fee / account holder | $7,286 | $7,243+0.6% | $12,431-41.4% | $5,306+37.3% |