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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 | $89,532+8.9% | $103,447-5.7% | $80,925+20.5% |
| Participation rate | 87.5% | 76.0%+11.5pp | 80.5%+7.0pp | 67.7%+19.8pp |
| Annual return | 15.17% | 22.80%-7.6pp | 23.92%-8.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $7,300 | $4,023+81.4% | $4,678+56.1% | $2,756+164.8% |
| Participant deferral / active EE | $4,057 | $5,459-25.7% | $6,624-38.8% | $4,299-5.6% |
| Admin fee / account holder | $1,364 | $6,774-79.9% | $9,415-85.5% | $6,940-80.3% |