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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 | $103,447 | $118,488-12.7% | $98,462+5.1% | $139,487-25.8% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 18.56% | 18.96%-0.4pp | 21.17%-2.6pp | 373.84%-355.3pp |
| Employer contribution / active EE | $4,740 | $3,611+31.3% | $3,049+55.5% | $4,755-0.3% |
| Participant deferral / active EE | $11,285 | $5,393+109.3% | $4,738+138.2% | $6,713+68.1% |
| Admin fee / account holder | $10,388 | $13,868-25.1% | $8,875+17.1% | $11,407-8.9% |