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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 | $106,524-0.5% | $152,301-30.4% | $87,485+21.2% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 17.91% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2,852 | $3,371-15.4% | $4,624-38.3% | $2,596+9.9% |
| Participant deferral / active EE | $12,606 | $6,525+93.2% | $8,004+57.5% | $4,274+195.0% |
| Admin fee / account holder | $9,600 | $8,287+15.8% | $14,398-33.3% | $7,775+23.5% |