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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 | $99,906 | $106,524-6.2% | $152,301-34.4% | $87,485+14.2% |
| Participation rate | 95.5% | 75.8%+19.8pp | 82.4%+13.1pp | 68.9%+26.6pp |
| Annual return | 17.99% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $3,630 | $3,371+7.7% | $4,624-21.5% | $2,596+39.8% |
| Participant deferral / active EE | $9,973 | $6,525+52.9% | $8,004+24.6% | $4,274+133.4% |
| Admin fee / account holder | $3,178 | $8,287-61.6% | $14,398-77.9% | $7,775-59.1% |