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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 | $116,946 | $106,524+9.8% | $152,301-23.2% | $87,485+33.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 16.48% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $8,340 | $3,371+147.4% | $4,624+80.3% | $2,596+221.2% |
| Participant deferral / active EE | $8,784 | $6,525+34.6% | $8,004+9.8% | $4,274+105.5% |
| Admin fee / account holder | $4,185 | $8,287-49.5% | $14,398-70.9% | $7,775-46.2% |