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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 | $78,862 | $87,834-10.2% | $133,975-41.1% | $62,881+25.4% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 6.51% | 12.05%-5.5pp | 29.29%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,083 | $3,482+17.2% | $5,211-21.7% | $2,281+79.0% |
| Participant deferral / active EE | $3,873 | $4,812-19.5% | $6,282-38.3% | $3,203+20.9% |
| Admin fee / account holder | $1,015 | $5,372-81.1% | $9,324-89.1% | $4,296-76.4% |