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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 | $103,207 | $106,524-3.1% | $152,301-32.2% | $87,485+18.0% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.4%+2.6pp | 68.9%+16.1pp |
| Annual return | 24.73% | 26.89%-2.2pp | 80.50%-55.8pp | 26.06%-1.3pp |
| Employer contribution / active EE | $3,668 | $3,371+8.8% | $4,624-20.7% | $2,596+41.3% |
| Participant deferral / active EE | $10,037 | $6,525+53.8% | $8,004+25.4% | $4,274+134.9% |
| Admin fee / account holder | $2,496 | $8,287-69.9% | $14,398-82.7% | $7,775-67.9% |