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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 | $106,311 | $153,769-30.9% | $133,975-20.6% | $273,972-61.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 9.65% | 36.51%-26.9pp | 29.29%-19.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $5,150 | $6,029-14.6% | $5,211-1.2% | $4,869+5.8% |
| Participant deferral / active EE | $10,426 | $6,958+49.8% | $6,282+66.0% | $5,287+97.2% |
| Admin fee / account holder | $587 | $11,765-95.0% | $9,324-93.7% | $10,133-94.2% |