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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 | $102,055 | $81,446+25.3% | $103,374-1.3% | $80,874+26.2% |
| Participation rate | 93.3% | 66.9%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 13.60% | 25.57%-12.0pp | 24.89%-11.3pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,496 | $3,107-19.7% | $3,869-35.5% | $2,756-9.4% |
| Participant deferral / active EE | $8,727 | $3,870+125.5% | $5,058+72.5% | $4,297+103.1% |
| Admin fee / account holder | $12,840 | $6,715+91.2% | $8,394+53.0% | $6,935+85.1% |