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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 | $97,502 | $89,515+8.9% | $103,065-5.4% | $80,959+20.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 80.6%+6.9pp | 67.7%+19.8pp |
| Annual return | 15.17% | 22.82%-7.7pp | 23.95%-8.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $7,300 | $4,015+81.8% | $4,675+56.1% | $2,757+164.8% |
| Participant deferral / active EE | $4,057 | $5,463-25.7% | $6,625-38.8% | $4,300-5.7% |
| Admin fee / account holder | $1,364 | $6,527-79.1% | $9,349-85.4% | $6,925-80.3% |