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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 | $106,719 | $108,825-1.9% | $156,181-31.7% | $82,448+29.4% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 16.75% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $7,633 | $2,870+166.0% | $4,294+77.8% | $2,551+199.2% |
| Participant deferral / active EE | $4,143 | $4,577-9.5% | $6,132-32.4% | $4,139+0.1% |
| Admin fee / account holder | $8,548 | $9,341-8.5% | $14,586-41.4% | $7,234+18.2% |