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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 | $93,902 | $76,551+22.7% | $123,894-24.2% | $62,881+49.3% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 8.47% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,453 | $2,882+19.8% | $4,617-25.2% | $2,281+51.4% |
| Participant deferral / active EE | $6,951 | $4,840+43.6% | $5,984+16.2% | $3,203+117.0% |
| Admin fee / account holder | $3,627 | $4,826-24.8% | $8,357-56.6% | $4,296-15.6% |