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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 | $98,091 | $106,749-8.1% | $145,433-32.6% | $82,448+19.0% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 14.98% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $4,830 | $3,444+40.2% | $4,554+6.0% | $2,551+89.3% |
| Participant deferral / active EE | $9,514 | $6,519+46.0% | $7,897+20.5% | $4,139+129.9% |
| Admin fee / account holder | $7,416 | $8,390-11.6% | $13,129-43.5% | $7,234+2.5% |