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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 | $138,393-25.6% | $184,256-44.1% | $80,959+27.2% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.7%+23.0pp |
| Annual return | 14.49% | 20.01%-5.5pp | 28.85%-14.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $9,002 | $4,847+85.7% | $6,427+40.1% | $2,757+226.5% |
| Participant deferral / active EE | $15,230 | $7,076+115.2% | $9,133+66.8% | $4,300+254.2% |
| Admin fee / account holder | $8,849 | $10,489-15.6% | $13,899-36.3% | $6,925+27.8% |