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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 | $106,008 | $106,749-0.7% | $145,433-27.1% | $82,448+28.6% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 17.91% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,852 | $3,444-17.2% | $4,554-37.4% | $2,551+11.8% |
| Participant deferral / active EE | $12,606 | $6,519+93.4% | $7,897+59.6% | $4,139+204.5% |
| Admin fee / account holder | $9,600 | $8,390+14.4% | $13,129-26.9% | $7,234+32.7% |