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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 | $106,926 | $99,633+7.3% | $183,328-41.7% | $82,448+29.7% |
| Participation rate | 85.4% | 70.8%+14.7pp | 77.3%+8.1pp | 68.1%+17.3pp |
| Annual return | 18.70% | 17.84%+0.9pp | 29.67%-11.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $4,629 | $3,256+42.1% | $5,055-8.4% | $2,551+81.5% |
| Participant deferral / active EE | $9,050 | $4,938+83.3% | $6,795+33.2% | $4,139+118.6% |
| Admin fee / account holder | $5,377 | $9,934-45.9% | $21,427-74.9% | $7,234-25.7% |