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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 | $98,833 | $95,404+3.6% | $113,397-12.8% | $82,637+19.6% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.5%+22.2pp | 68.1%+30.6pp |
| Annual return | 13.59% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $3,343 | $2,307+44.9% | $2,977+12.3% | $2,552+31.0% |
| Participant deferral / active EE | $5,475 | $4,220+29.7% | $5,076+7.8% | $4,126+32.7% |
| Admin fee / account holder | $11,029 | $9,168+20.3% | $11,957-7.8% | $7,339+50.3% |