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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 | $95,404+12.5% | $113,397-5.3% | $82,637+29.9% |
| Participation rate | 86.7% | 72.8%+13.8pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 16.57% | 19.08%-2.5pp | 23.20%-6.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $3,859 | $2,307+67.3% | $2,977+29.6% | $2,552+51.2% |
| Participant deferral / active EE | $8,162 | $4,220+93.4% | $5,076+60.8% | $4,126+97.8% |
| Admin fee / account holder | $3,649 | $9,168-60.2% | $11,957-69.5% | $7,339-50.3% |