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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 | $106,954 | $83,061+28.8% | $126,068-15.2% | $94,015+13.8% |
| Participation rate | 89.7% | 81.2%+8.5pp | 84.7%+5.0pp | 70.8%+18.8pp |
| Annual return | 15.96% | 20.41%-4.5pp | 15.01%+1.0pp | 17.84%-1.9pp |
| Employer contribution / active EE | $4,240 | $2,864+48.1% | $3,968+6.8% | $2,790+52.0% |
| Participant deferral / active EE | $8,325 | $7,042+18.2% | $8,214+1.4% | $4,249+95.9% |
| Admin fee / account holder | $6,553 | $7,208-9.1% | $18,264-64.1% | $8,951-26.8% |