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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 | $102,087 | $138,386-26.2% | $184,260-44.6% | $80,935+26.1% |
| Participation rate | 96.4% | 83.9%+12.5pp | 86.8%+9.6pp | 67.7%+28.8pp |
| Annual return | 12.68% | 20.02%-7.3pp | 28.84%-16.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $8,603 | $4,851+77.4% | $6,427+33.8% | $2,757+212.1% |
| Participant deferral / active EE | $3,703 | $7,076-47.7% | $9,133-59.5% | $4,299-13.9% |
| Admin fee / account holder | $8,360 | $10,489-20.3% | $13,898-39.8% | $6,924+20.7% |