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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 | $110,065 | $138,366-20.5% | $184,185-40.2% | $80,911+36.0% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 17.93% | 20.02%-2.1pp | 28.81%-10.9pp | 35.63%-17.7pp |
| Employer contribution / active EE | $6,718 | $4,849+38.5% | $6,426+4.5% | $2,756+143.8% |
| Participant deferral / active EE | $8,114 | $7,074+14.7% | $9,132-11.1% | $4,297+88.8% |
| Admin fee / account holder | $648 | $10,484-93.8% | $13,909-95.3% | $6,935-90.7% |