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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 | $110,638 | $138,386-20.1% | $184,260-40.0% | $80,935+36.7% |
| Participation rate | 90.8% | 83.9%+6.9pp | 86.8%+4.0pp | 67.7%+23.1pp |
| Annual return | 17.73% | 20.02%-2.3pp | 28.84%-11.1pp | 35.66%-17.9pp |
| Employer contribution / active EE | $8,282 | $4,851+70.7% | $6,427+28.9% | $2,757+200.4% |
| Participant deferral / active EE | $15,452 | $7,076+118.4% | $9,133+69.2% | $4,299+259.4% |
| Admin fee / account holder | $7,498 | $10,489-28.5% | $13,898-46.0% | $6,924+8.3% |