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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 | $97,550+10.9% | $120,344-10.1% | $87,485+23.6% |
| Participation rate | 96.8% | 72.8%+23.9pp | 76.7%+20.1pp | 68.9%+27.8pp |
| Annual return | 17.02% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,661 | $2,291+59.8% | $3,020+21.2% | $2,596+41.0% |
| Participant deferral / active EE | $7,416 | $4,230+75.3% | $5,135+44.4% | $4,274+73.5% |
| Admin fee / account holder | $31,770 | $9,543+232.9% | $12,742+149.3% | $7,775+308.6% |