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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 | $97,078 | $86,938+11.7% | $102,423-5.2% | $80,925+20.0% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.7%+29.3pp |
| Annual return | 17.60% | 18.89%-1.3pp | 29.42%-11.8pp | 35.65%-18.0pp |
| Employer contribution / active EE | $3,371 | $2,369+42.3% | $3,023+11.5% | $2,756+22.3% |
| Participant deferral / active EE | $6,409 | $4,120+55.6% | $5,054+26.8% | $4,299+49.1% |
| Admin fee / account holder | $5,497 | $8,053-31.7% | $9,455-41.9% | $6,940-20.8% |