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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 | $86,556 | $86,940-0.4% | $102,434-15.5% | $80,935+6.9% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.7%+23.0pp |
| Annual return | 17.04% | 18.89%-1.9pp | 29.46%-12.4pp | 35.66%-18.6pp |
| Employer contribution / active EE | $2,270 | $2,370-4.2% | $3,023-24.9% | $2,757-17.7% |
| Participant deferral / active EE | $5,351 | $4,121+29.8% | $5,055+5.9% | $4,299+24.5% |
| Admin fee / account holder | $1,328 | $8,047-83.5% | $9,462-86.0% | $6,924-80.8% |