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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 | $107,537 | $138,385-22.3% | $184,243-41.6% | $80,925+32.9% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.7%+21.0pp |
| Annual return | 15.80% | 20.02%-4.2pp | 28.82%-13.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $3,038 | $4,851-37.4% | $6,427-52.7% | $2,756+10.2% |
| Participant deferral / active EE | $9,898 | $7,075+39.9% | $9,132+8.4% | $4,299+130.3% |
| Admin fee / account holder | $3,142 | $10,489-70.0% | $13,914-77.4% | $6,940-54.7% |