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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 | $104,871 | $106,749-1.8% | $145,433-27.9% | $82,448+27.2% |
| Participation rate | 90.2% | 75.6%+14.5pp | 82.1%+8.1pp | 68.1%+22.1pp |
| Annual return | 15.46% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,620 | $3,444+5.1% | $4,554-20.5% | $2,551+41.9% |
| Participant deferral / active EE | $8,016 | $6,519+23.0% | $7,897+1.5% | $4,139+93.7% |
| Admin fee / account holder | $3,385 | $8,390-59.7% | $13,129-74.2% | $7,234-53.2% |