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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 | $107,519 | $106,749+0.7% | $145,433-26.1% | $82,448+30.4% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 27.16% | 27.59%-0.4pp | 66.58%-39.4pp | 41.64%-14.5pp |
| Employer contribution / active EE | $4,173 | $3,444+21.1% | $4,554-8.4% | $2,551+63.6% |
| Participant deferral / active EE | $8,561 | $6,519+31.3% | $7,897+8.4% | $4,139+106.8% |
| Admin fee / account holder | $9,392 | $8,390+11.9% | $13,129-28.5% | $7,234+29.8% |