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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 | $138,366-23.9% | $184,185-42.8% | $80,911+30.1% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 12.32% | 20.02%-7.7pp | 28.81%-16.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $3,731 | $4,849-23.1% | $6,426-41.9% | $2,756+35.4% |
| Participant deferral / active EE | $9,098 | $7,074+28.6% | $9,132-0.4% | $4,297+111.7% |
| Admin fee / account holder | $3,396 | $10,484-67.6% | $13,909-75.6% | $6,935-51.0% |