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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 | $106,864+1.6% | $147,318-26.3% | $82,637+31.4% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.1%+8.5pp | 68.1%+22.5pp |
| Annual return | 21.37% | 27.49%-6.1pp | 70.43%-49.1pp | 53.51%-32.1pp |
| Employer contribution / active EE | $5,784 | $3,417+69.3% | $4,593+25.9% | $2,552+126.6% |
| Participant deferral / active EE | $12,679 | $6,496+95.2% | $7,906+60.4% | $4,126+207.3% |
| Admin fee / account holder | $5,594 | $8,415-33.5% | $13,708-59.2% | $7,339-23.8% |