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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 | $78,520+36.2% | $96,576+10.7% | $82,448+29.7% |
| Participation rate | 89.7% | 77.7%+11.9pp | 81.4%+8.2pp | 68.1%+21.6pp |
| Annual return | 15.96% | 41.30%-25.3pp | 38.47%-22.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,240 | $2,630+61.2% | $3,553+19.3% | $2,551+66.2% |
| Participant deferral / active EE | $8,325 | $6,754+23.3% | $7,956+4.6% | $4,139+101.1% |
| Admin fee / account holder | $6,553 | $13,455-51.3% | $11,381-42.4% | $7,234-9.4% |