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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 | $104,952 | $108,825-3.6% | $156,181-32.8% | $82,448+27.3% |
| Participation rate | 96.8% | 72.4%+24.5pp | 78.8%+18.0pp | 68.1%+28.8pp |
| Annual return | 15.04% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,360 | $2,870+51.9% | $4,294+1.5% | $2,551+70.9% |
| Participant deferral / active EE | $8,103 | $4,577+77.0% | $6,132+32.1% | $4,139+95.8% |
| Admin fee / account holder | $7,857 | $9,341-15.9% | $14,586-46.1% | $7,234+8.6% |