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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 | $107,591 | $104,098+3.4% | $140,514-23.4% | $94,015+14.4% |
| Participation rate | 88.5% | 73.7%+14.8pp | 77.8%+10.7pp | 70.8%+17.6pp |
| Annual return | 13.88% | 15.14%-1.3pp | 14.36%-0.5pp | 17.84%-4.0pp |
| Employer contribution / active EE | $2,542 | $2,388+6.4% | $3,378-24.8% | $2,790-8.9% |
| Participant deferral / active EE | $8,958 | $4,033+122.1% | $4,919+82.1% | $4,249+110.8% |
| Admin fee / account holder | $8,254 | $10,439-20.9% | $13,697-39.7% | $8,951-7.8% |