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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 | $90,855 | $101,763-10.7% | $164,866-44.9% | $80,874+12.3% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.6%+16.4pp |
| Annual return | 17.89% | 16.73%+1.2pp | 69.97%-52.1pp | 35.62%-17.7pp |
| Employer contribution / active EE | $4,653 | $2,954+57.5% | $4,343+7.2% | $2,756+68.9% |
| Participant deferral / active EE | $9,415 | $4,477+110.3% | $6,033+56.1% | $4,297+119.1% |
| Admin fee / account holder | $4,240 | $8,228-48.5% | $12,689-66.6% | $6,935-38.9% |