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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 | $106,864-10.6% | $147,318-35.1% | $82,637+15.6% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.1%+1.4pp | 68.1%+15.5pp |
| Annual return | 20.02% | 27.49%-7.5pp | 70.43%-50.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $3,668 | $3,417+7.3% | $4,593-20.1% | $2,552+43.7% |
| Participant deferral / active EE | $11,618 | $6,496+78.9% | $7,906+46.9% | $4,126+181.6% |
| Admin fee / account holder | $4,805 | $8,415-42.9% | $13,708-64.9% | $7,339-34.5% |