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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 | $96,885 | $106,524-9.0% | $152,301-36.4% | $87,485+10.7% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.4%+14.7pp | 68.9%+28.2pp |
| Annual return | 27.84% | 26.89%+1.0pp | 80.50%-52.7pp | 26.06%+1.8pp |
| Employer contribution / active EE | $2,249 | $3,371-33.3% | $4,624-51.4% | $2,596-13.4% |
| Participant deferral / active EE | $6,426 | $6,525-1.5% | $8,004-19.7% | $4,274+50.4% |
| Admin fee / account holder | $11,455 | $8,287+38.2% | $14,398-20.4% | $7,775+47.3% |