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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 | $110,632 | $106,749+3.6% | $145,433-23.9% | $82,448+34.2% |
| Participation rate | 98.4% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.4pp |
| Annual return | 17.09% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $5,423 | $3,444+57.4% | $4,554+19.1% | $2,551+112.6% |
| Participant deferral / active EE | $11,495 | $6,519+76.3% | $7,897+45.6% | $4,139+177.7% |
| Admin fee / account holder | $4,141 | $8,390-50.6% | $13,129-68.5% | $7,234-42.8% |