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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 | $97,787 | $101,795-3.9% | $165,100-40.8% | $80,959+20.8% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.7%+30.3pp |
| Annual return | 16.40% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,618 | $2,954+56.4% | $4,348+6.2% | $2,757+67.5% |
| Participant deferral / active EE | $8,782 | $4,476+96.2% | $6,035+45.5% | $4,300+104.2% |
| Admin fee / account holder | $19,836 | $8,221+141.3% | $12,696+56.2% | $6,925+186.4% |