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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 | $117,410 | $106,524+10.2% | $152,301-22.9% | $87,485+34.2% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.4%+14.6pp | 68.9%+28.1pp |
| Annual return | 15.07% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,694 | $3,371+9.6% | $4,624-20.1% | $2,596+42.3% |
| Participant deferral / active EE | $8,313 | $6,525+27.4% | $8,004+3.9% | $4,274+94.5% |
| Admin fee / account holder | $18,143 | $8,287+118.9% | $14,398+26.0% | $7,775+133.4% |