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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 | $108,161 | $95,453+13.3% | $112,040-3.5% | $82,448+31.2% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 17.02% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,661 | $2,318+58.0% | $2,954+23.9% | $2,551+43.5% |
| Participant deferral / active EE | $7,416 | $4,224+75.6% | $5,098+45.5% | $4,139+79.2% |
| Admin fee / account holder | $31,770 | $9,013+252.5% | $12,098+162.6% | $7,234+339.2% |