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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 | $110,151 | $95,453+15.4% | $112,040-1.7% | $82,448+33.6% |
| Participation rate | 95.7% | 72.8%+23.0pp | 76.5%+19.3pp | 68.1%+27.7pp |
| Annual return | 16.32% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,328 | $2,318+0.5% | $2,954-21.2% | $2,551-8.7% |
| Participant deferral / active EE | $7,496 | $4,224+77.5% | $5,098+47.0% | $4,139+81.1% |
| Admin fee / account holder | $12,621 | $9,013+40.0% | $12,098+4.3% | $7,234+74.5% |