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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 | $96,289+11.0% | $213,469-49.9% | $87,485+22.2% |
| Participation rate | 85.4% | 69.6%+15.8pp | 77.1%+8.3pp | 68.9%+16.5pp |
| Annual return | 18.70% | 17.78%+0.9pp | 20.58%-1.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $4,629 | $3,035+52.5% | $4,994-7.3% | $2,596+78.3% |
| Participant deferral / active EE | $9,050 | $4,750+90.5% | $6,841+32.3% | $4,274+111.8% |
| Admin fee / account holder | $5,377 | $9,670-44.4% | $27,141-80.2% | $7,775-30.8% |