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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 | $97,430 | $101,798-4.3% | $165,071-41.0% | $80,935+20.4% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.7%+19.4pp |
| Annual return | 16.14% | 16.73%-0.6pp | 70.17%-54.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,377 | $2,954+14.3% | $4,347-22.3% | $2,757+22.5% |
| Participant deferral / active EE | $7,375 | $4,476+64.8% | $6,035+22.2% | $4,299+71.5% |
| Admin fee / account holder | $8,370 | $8,221+1.8% | $12,695-34.1% | $6,924+20.9% |