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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 | $114,712-8.5% | $173,730-39.6% | $87,485+20.0% |
| Participation rate | 96.8% | 73.0%+23.8pp | 79.6%+17.3pp | 68.9%+27.9pp |
| Annual return | 15.04% | 20.18%-5.1pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $4,360 | $2,904+50.1% | $4,577-4.8% | $2,596+67.9% |
| Participant deferral / active EE | $8,103 | $4,642+74.6% | $6,326+28.1% | $4,274+89.6% |
| Admin fee / account holder | $7,857 | $10,210-23.0% | $17,523-55.2% | $7,775+1.1% |