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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 | $94,130 | $106,749-11.8% | $145,433-35.3% | $82,448+14.2% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.1%+13.8pp | 68.1%+27.9pp |
| Annual return | 25.43% | 27.59%-2.2pp | 66.58%-41.1pp | 41.64%-16.2pp |
| Employer contribution / active EE | $4,247 | $3,444+23.3% | $4,554-6.7% | $2,551+66.5% |
| Participant deferral / active EE | $11,211 | $6,519+72.0% | $7,897+42.0% | $4,139+170.8% |
| Admin fee / account holder | $8,197 | $8,390-2.3% | $13,129-37.6% | $7,234+13.3% |