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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 | $95,025 | $81,276+16.9% | $155,574-38.9% | $80,925+17.4% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.0pp | 67.7%+25.6pp |
| Annual return | 15.94% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $5,951 | $3,103+91.8% | $4,676+27.3% | $2,756+115.9% |
| Participant deferral / active EE | $5,780 | $3,453+67.4% | $5,629+2.7% | $4,299+34.5% |
| Admin fee / account holder | $6,035 | $7,993-24.5% | $15,914-62.1% | $6,940-13.0% |