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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 | $106,208 | $138,393-23.3% | $184,256-42.4% | $80,959+31.2% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.7%+26.4pp |
| Annual return | 16.15% | 20.01%-3.9pp | 28.85%-12.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $8,621 | $4,847+77.8% | $6,427+34.1% | $2,757+212.7% |
| Participant deferral / active EE | $14,662 | $7,076+107.2% | $9,133+60.5% | $4,300+240.9% |
| Admin fee / account holder | $361 | $10,489-96.6% | $13,899-97.4% | $6,925-94.8% |