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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 | $90,291 | $86,938+3.9% | $102,423-11.8% | $80,925+11.6% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.1pp |
| Annual return | 13.09% | 18.89%-5.8pp | 29.42%-16.3pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,122 | $2,369+31.8% | $3,023+3.3% | $2,756+13.3% |
| Participant deferral / active EE | $7,043 | $4,120+70.9% | $5,054+39.4% | $4,299+63.8% |
| Admin fee / account holder | $17,071 | $8,053+112.0% | $9,455+80.6% | $6,940+146.0% |