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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 | $106,524+2.0% | $152,301-28.7% | $87,485+24.1% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.4%+8.1pp | 68.9%+21.6pp |
| Annual return | 21.37% | 26.89%-5.5pp | 80.50%-59.1pp | 26.06%-4.7pp |
| Employer contribution / active EE | $5,784 | $3,371+71.6% | $4,624+25.1% | $2,596+122.8% |
| Participant deferral / active EE | $12,679 | $6,525+94.3% | $8,004+58.4% | $4,274+196.7% |
| Admin fee / account holder | $5,594 | $8,287-32.5% | $14,398-61.1% | $7,775-28.0% |