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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 | $97,969 | $87,106+12.5% | $105,607-7.2% | $80,935+21.0% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.7%+15.7pp |
| Annual return | 14.35% | 17.01%-2.7pp | 116.11%-101.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,239 | $2,396-6.6% | $3,167-29.3% | $2,757-18.8% |
| Participant deferral / active EE | $3,870 | $3,986-2.9% | $5,011-22.8% | $4,299-10.0% |
| Admin fee / account holder | $6,864 | $8,447-18.7% | $10,958-37.4% | $6,924-0.9% |