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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 | $115,657 | $142,972-19.1% | $214,702-46.1% | $86,983+33.0% |
| Participation rate | 95.8% | 84.9%+11.0pp | 87.5%+8.4pp | 69.5%+26.3pp |
| Annual return | 18.64% | 18.49%+0.2pp | 54.55%-35.9pp | 25.83%-7.2pp |
| Employer contribution / active EE | $5,006 | $4,635+8.0% | $6,461-22.5% | $2,584+93.7% |
| Participant deferral / active EE | $13,798 | $6,568+110.1% | $9,147+50.9% | $4,194+229.0% |
| Admin fee / account holder | $5,484 | $17,617-68.9% | $19,830-72.3% | $7,856-30.2% |