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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 | $104,803 | $106,749-1.8% | $145,433-27.9% | $82,448+27.1% |
| Participation rate | 81.1% | 75.6%+5.4pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 16.92% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,412 | $3,444-1.0% | $4,554-25.1% | $2,551+33.7% |
| Participant deferral / active EE | $9,432 | $6,519+44.7% | $7,897+19.4% | $4,139+127.9% |
| Admin fee / account holder | $932 | $8,390-88.9% | $13,129-92.9% | $7,234-87.1% |