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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 | $105,728 | $76,550+38.1% | $123,894-14.7% | $62,881+68.1% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.3pp |
| Annual return | 8.56% | 18.67%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,352 | $2,882+16.3% | $4,617-27.4% | $2,281+47.0% |
| Participant deferral / active EE | $8,906 | $4,840+84.0% | $5,984+48.8% | $3,203+178.1% |
| Admin fee / account holder | $4,396 | $4,826-8.9% | $8,357-47.4% | $4,296+2.3% |