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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 | $101,120 | $138,393-26.9% | $184,256-45.1% | $80,959+24.9% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.7%+27.8pp |
| Annual return | 13.65% | 20.01%-6.4pp | 28.85%-15.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $4,653 | $4,847-4.0% | $6,427-27.6% | $2,757+68.8% |
| Participant deferral / active EE | $13,669 | $7,076+93.2% | $9,133+49.7% | $4,300+217.9% |
| Admin fee / account holder | $15,919 | $10,489+51.8% | $13,899+14.5% | $6,925+129.9% |