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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 | $95,559 | $106,524-10.3% | $152,301-37.3% | $87,485+9.2% |
| Participation rate | 83.5% | 75.8%+7.8pp | 82.4%+1.1pp | 68.9%+14.6pp |
| Annual return | 20.02% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $3,668 | $3,371+8.8% | $4,624-20.7% | $2,596+41.3% |
| Participant deferral / active EE | $11,618 | $6,525+78.1% | $8,004+45.2% | $4,274+171.9% |
| Admin fee / account holder | $4,805 | $8,287-42.0% | $14,398-66.6% | $7,775-38.2% |