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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 | $114,019 | $123,478-7.7% | $216,567-47.4% | $94,015+21.3% |
| Participation rate | 97.8% | 75.1%+22.7pp | 81.6%+16.1pp | 70.8%+27.0pp |
| Annual return | 11.85% | 23.61%-11.8pp | 12.94%-1.1pp | 17.84%-6.0pp |
| Employer contribution / active EE | $5,373 | $3,136+71.4% | $5,216+3.0% | $2,790+92.6% |
| Participant deferral / active EE | $4,924 | $4,556+8.1% | $6,191-20.5% | $4,249+15.9% |
| Admin fee / account holder | $31,184 | $12,753+144.5% | $21,981+41.9% | $8,951+248.4% |