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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 | $106,749-3.0% | $145,433-28.8% | $82,448+25.6% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 18.71% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,715 | $3,444+7.8% | $4,554-18.4% | $2,551+45.6% |
| Participant deferral / active EE | $8,663 | $6,519+32.9% | $7,897+9.7% | $4,139+109.3% |
| Admin fee / account holder | $4,127 | $8,390-50.8% | $13,129-68.6% | $7,234-43.0% |