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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 | $93,218 | $114,712-18.7% | $173,730-46.3% | $87,485+6.6% |
| Participation rate | 82.9% | 73.0%+9.9pp | 79.6%+3.3pp | 68.9%+13.9pp |
| Annual return | 19.33% | 20.18%-0.9pp | 19.96%-0.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $4,871 | $2,904+67.7% | $4,577+6.4% | $2,596+87.6% |
| Participant deferral / active EE | $9,292 | $4,642+100.2% | $6,326+46.9% | $4,274+117.4% |
| Admin fee / account holder | $8,391 | $10,210-17.8% | $17,523-52.1% | $7,775+7.9% |