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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 | $81,478 | $106,749-23.7% | $145,433-44.0% | $82,448-1.2% |
| Participation rate | 85.3% | 75.6%+9.7pp | 82.1%+3.2pp | 68.1%+17.3pp |
| Annual return | 18.64% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,140 | $3,444+20.2% | $4,554-9.1% | $2,551+62.3% |
| Participant deferral / active EE | $10,024 | $6,519+53.8% | $7,897+26.9% | $4,139+142.2% |
| Admin fee / account holder | $7,819 | $8,390-6.8% | $13,129-40.4% | $7,234+8.1% |