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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 | $104,421 | $146,267-28.6% | $197,124-47.0% | $82,448+26.7% |
| Participation rate | 97.8% | 84.0%+13.7pp | 86.7%+11.0pp | 68.1%+29.7pp |
| Annual return | 15.95% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $6,830 | $4,723+44.6% | $6,227+9.7% | $2,551+167.7% |
| Participant deferral / active EE | $8,845 | $7,035+25.7% | $9,135-3.2% | $4,139+113.7% |
| Admin fee / account holder | $15,413 | $14,422+6.9% | $16,298-5.4% | $7,234+113.1% |