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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 | $106,524-11.6% | $152,301-38.2% | $87,485+7.6% |
| Participation rate | 95.9% | 75.8%+20.2pp | 82.4%+13.5pp | 68.9%+27.0pp |
| Annual return | 25.43% | 26.89%-1.5pp | 80.50%-55.1pp | 26.06%-0.6pp |
| Employer contribution / active EE | $4,247 | $3,371+26.0% | $4,624-8.2% | $2,596+63.6% |
| Participant deferral / active EE | $11,211 | $6,525+71.8% | $8,004+40.1% | $4,274+162.3% |
| Admin fee / account holder | $8,197 | $8,287-1.1% | $14,398-43.1% | $7,775+5.4% |