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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 | $106,524-23.5% | $152,301-46.5% | $87,485-6.9% |
| Participation rate | 85.3% | 75.8%+9.6pp | 82.4%+2.9pp | 68.9%+16.4pp |
| Annual return | 18.64% | 26.89%-8.2pp | 80.50%-61.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $4,140 | $3,371+22.8% | $4,624-10.5% | $2,596+59.5% |
| Participant deferral / active EE | $10,024 | $6,525+53.6% | $8,004+25.2% | $4,274+134.6% |
| Admin fee / account holder | $7,819 | $8,287-5.6% | $14,398-45.7% | $7,775+0.6% |