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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 | $117,663 | $106,524+10.5% | $152,301-22.7% | $87,485+34.5% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.4%+16.0pp | 68.9%+29.5pp |
| Annual return | 14.38% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,722 | $3,371-19.3% | $4,624-41.1% | $2,596+4.8% |
| Participant deferral / active EE | $7,438 | $6,525+14.0% | $8,004-7.1% | $4,274+74.0% |
| Admin fee / account holder | $1,244 | $8,287-85.0% | $14,398-91.4% | $7,775-84.0% |