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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 | $138,366-26.2% | $184,185-44.6% | $80,911+26.2% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 12.68% | 20.02%-7.3pp | 28.81%-16.1pp | 35.63%-23.0pp |
| Employer contribution / active EE | $8,603 | $4,849+77.4% | $6,426+33.9% | $2,756+212.2% |
| Participant deferral / active EE | $3,703 | $7,074-47.7% | $9,132-59.5% | $4,297-13.8% |
| Admin fee / account holder | $8,360 | $10,484-20.3% | $13,909-39.9% | $6,935+20.6% |