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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 | $138,386-20.5% | $184,260-40.3% | $80,935+36.0% |
| Participation rate | 97.2% | 83.9%+13.3pp | 86.8%+10.4pp | 67.7%+29.6pp |
| Annual return | 17.93% | 20.02%-2.1pp | 28.84%-10.9pp | 35.66%-17.7pp |
| Employer contribution / active EE | $6,718 | $4,851+38.5% | $6,427+4.5% | $2,757+143.7% |
| Participant deferral / active EE | $8,114 | $7,076+14.7% | $9,133-11.2% | $4,299+88.7% |
| Admin fee / account holder | $648 | $10,489-93.8% | $13,898-95.3% | $6,924-90.6% |