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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 | $100,593 | $86,050+16.9% | $189,758-47.0% | $94,015+7.0% |
| Participation rate | 97.2% | 68.9%+28.3pp | 79.8%+17.4pp | 70.8%+26.4pp |
| Annual return | 13.77% | 17.77%-4.0pp | 52.62%-38.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $3,218 | $2,819+14.1% | $4,767-32.5% | $2,790+15.3% |
| Participant deferral / active EE | $5,837 | $3,349+74.3% | $5,856-0.3% | $4,249+37.3% |
| Admin fee / account holder | $9,919 | $6,627+49.7% | $20,388-51.3% | $8,951+10.8% |