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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 | $104,541 | $110,137-5.1% | $161,149-35.1% | $82,637+26.5% |
| Participation rate | 88.3% | 72.4%+16.0pp | 78.8%+9.5pp | 68.1%+20.3pp |
| Annual return | 18.11% | 20.69%-2.6pp | 21.16%-3.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $7,132 | $2,856+149.7% | $4,360+63.6% | $2,552+179.5% |
| Participant deferral / active EE | $4,888 | $4,575+6.9% | $6,153-20.6% | $4,126+18.5% |
| Admin fee / account holder | $7,132 | $9,467-24.7% | $15,194-53.1% | $7,339-2.8% |