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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 | $108,602 | $106,749+1.7% | $145,433-25.3% | $82,448+31.7% |
| Participation rate | 90.6% | 75.6%+14.9pp | 82.1%+8.4pp | 68.1%+22.5pp |
| Annual return | 21.37% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $5,784 | $3,444+67.9% | $4,554+27.0% | $2,551+126.7% |
| Participant deferral / active EE | $12,679 | $6,519+94.5% | $7,897+60.5% | $4,139+206.3% |
| Admin fee / account holder | $5,594 | $8,390-33.3% | $13,129-57.4% | $7,234-22.7% |