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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 | $106,749-6.4% | $145,433-31.3% | $82,448+21.2% |
| Participation rate | 95.5% | 75.6%+19.9pp | 82.1%+13.4pp | 68.1%+27.5pp |
| Annual return | 17.99% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,630 | $3,444+5.4% | $4,554-20.3% | $2,551+42.3% |
| Participant deferral / active EE | $9,973 | $6,519+53.0% | $7,897+26.3% | $4,139+140.9% |
| Admin fee / account holder | $3,178 | $8,390-62.1% | $13,129-75.8% | $7,234-56.1% |