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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 | $101,226 | $106,524-5.0% | $152,301-33.5% | $87,485+15.7% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.4%+16.4pp | 68.9%+29.9pp |
| Annual return | 17.65% | 26.89%-9.2pp | 80.50%-62.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,394 | $3,371+0.7% | $4,624-26.6% | $2,596+30.7% |
| Participant deferral / active EE | $8,116 | $6,525+24.4% | $8,004+1.4% | $4,274+89.9% |
| Admin fee / account holder | $4,515 | $8,287-45.5% | $14,398-68.6% | $7,775-41.9% |