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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 | $86,927 | $106,749-18.6% | $145,433-40.2% | $82,448+5.4% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 20.00% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,686 | $3,444+7.0% | $4,554-19.1% | $2,551+44.5% |
| Participant deferral / active EE | $9,226 | $6,519+41.5% | $7,897+16.8% | $4,139+122.9% |
| Admin fee / account holder | $2,821 | $8,390-66.4% | $13,129-78.5% | $7,234-61.0% |