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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 | $96,549 | $106,749-9.6% | $145,433-33.6% | $82,448+17.1% |
| Participation rate | 83.1% | 75.6%+7.4pp | 82.1%+0.9pp | 68.1%+15.0pp |
| Annual return | 27.58% | 27.59%0pp | 66.58%-39.0pp | 41.64%-14.1pp |
| Employer contribution / active EE | $3,614 | $3,444+4.9% | $4,554-20.7% | $2,551+41.7% |
| Participant deferral / active EE | $12,742 | $6,519+95.5% | $7,897+61.3% | $4,139+207.8% |
| Admin fee / account holder | $16,141 | $8,390+92.4% | $13,129+22.9% | $7,234+123.1% |