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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 | $105,274 | $138,385-23.9% | $184,243-42.9% | $80,925+30.1% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 12.32% | 20.02%-7.7pp | 28.82%-16.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,731 | $4,851-23.1% | $6,427-41.9% | $2,756+35.4% |
| Participant deferral / active EE | $9,098 | $7,075+28.6% | $9,132-0.4% | $4,299+111.7% |
| Admin fee / account holder | $3,396 | $10,489-67.6% | $13,914-75.6% | $6,940-51.1% |