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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 | $105,047 | $138,393-24.1% | $184,256-43.0% | $80,959+29.8% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.7%+28.5pp |
| Annual return | 12.79% | 20.01%-7.2pp | 28.85%-16.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $5,512 | $4,847+13.7% | $6,427-14.2% | $2,757+99.9% |
| Participant deferral / active EE | $11,745 | $7,076+66.0% | $9,133+28.6% | $4,300+173.1% |
| Admin fee / account holder | $6,386 | $10,489-39.1% | $13,899-54.1% | $6,925-7.8% |