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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 | $109,591 | $76,407+43.4% | $150,298-27.1% | $82,448+32.9% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 26.52% | 39.99%-13.5pp | 62.79%-36.3pp | 41.64%-15.1pp |
| Employer contribution / active EE | $3,506 | $2,614+34.1% | $4,154-15.6% | $2,551+37.4% |
| Participant deferral / active EE | $6,266 | $3,214+94.9% | $5,453+14.9% | $4,139+51.4% |
| Admin fee / account holder | $10,434 | $6,352+64.3% | $14,116-26.1% | $7,234+44.2% |