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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 | $102,994 | $138,385-25.6% | $184,200-44.1% | $80,874+27.4% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.6%+23.1pp |
| Annual return | 14.49% | 20.02%-5.5pp | 28.80%-14.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $9,002 | $4,849+85.6% | $6,424+40.1% | $2,756+226.7% |
| Participant deferral / active EE | $15,230 | $7,073+115.3% | $9,132+66.8% | $4,297+254.5% |
| Admin fee / account holder | $8,849 | $10,483-15.6% | $13,907-36.4% | $6,935+27.6% |