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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 | $103,595 | $106,524-2.8% | $152,301-32.0% | $87,485+18.4% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.4%+9.2pp | 68.9%+22.7pp |
| Annual return | 18.71% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $3,715 | $3,371+10.2% | $4,624-19.7% | $2,596+43.1% |
| Participant deferral / active EE | $8,663 | $6,525+32.8% | $8,004+8.2% | $4,274+102.7% |
| Admin fee / account holder | $4,127 | $8,287-50.2% | $14,398-71.3% | $7,775-46.9% |