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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 | $132,905 | $106,524+24.8% | $152,301-12.7% | $87,485+51.9% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.4%+14.7pp | 68.9%+28.2pp |
| Annual return | 16.69% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,080 | $3,371-8.7% | $4,624-33.4% | $2,596+18.6% |
| Participant deferral / active EE | $8,016 | $6,525+22.8% | $8,004+0.1% | $4,274+87.6% |
| Admin fee / account holder | $3,311 | $8,287-60.0% | $14,398-77.0% | $7,775-57.4% |