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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 | $107,370 | $95,453+12.5% | $112,040-4.2% | $82,448+30.2% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 16.57% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,859 | $2,318+66.5% | $2,954+30.6% | $2,551+51.3% |
| Participant deferral / active EE | $8,162 | $4,224+93.3% | $5,098+60.1% | $4,139+97.2% |
| Admin fee / account holder | $3,649 | $9,013-59.5% | $12,098-69.8% | $7,234-49.6% |