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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 | $108,639 | $109,620-0.9% | $148,496-26.8% | $94,015+15.6% |
| Participation rate | 84.0% | 71.3%+12.7pp | 76.0%+8.0pp | 70.8%+13.2pp |
| Annual return | 10.97% | 17.54%-6.6pp | 12.33%-1.4pp | 17.84%-6.9pp |
| Employer contribution / active EE | $6,001 | $2,618+129.2% | $3,497+71.6% | $2,790+115.1% |
| Participant deferral / active EE | $5,198 | $3,831+35.7% | $4,808+8.1% | $4,249+22.3% |
| Admin fee / account holder | $5,709 | $10,050-43.2% | $19,547-70.8% | $8,951-36.2% |