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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 | $138,385-24.1% | $184,243-43.0% | $80,925+29.8% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.7%+28.5pp |
| Annual return | 12.79% | 20.02%-7.2pp | 28.82%-16.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $5,512 | $4,851+13.6% | $6,427-14.2% | $2,756+100.0% |
| Participant deferral / active EE | $11,745 | $7,075+66.0% | $9,132+28.6% | $4,299+173.2% |
| Admin fee / account holder | $6,386 | $10,489-39.1% | $13,914-54.1% | $6,940-8.0% |