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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 | $83,733 | $81,504+2.7% | $102,437-18.3% | $80,959+3.4% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.7%+28.5pp |
| Annual return | 12.66% | 25.60%-12.9pp | 24.95%-12.3pp | 35.67%-23.0pp |
| Employer contribution / active EE | $8,379 | $3,104+170.0% | $3,871+116.5% | $2,757+203.9% |
| Participant deferral / active EE | $5,966 | $3,871+54.1% | $5,060+17.9% | $4,300+38.7% |
| Admin fee / account holder | $7,197 | $6,719+7.1% | $8,388-14.2% | $6,925+3.9% |