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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 | $92,709 | $97,550-5.0% | $120,344-23.0% | $87,485+6.0% |
| Participation rate | 83.6% | 72.8%+10.8pp | 76.7%+6.9pp | 68.9%+14.7pp |
| Annual return | 14.65% | 18.41%-3.8pp | 20.30%-5.6pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,809 | $2,291+22.6% | $3,020-7.0% | $2,596+8.2% |
| Participant deferral / active EE | $4,355 | $4,230+3.0% | $5,135-15.2% | $4,274+1.9% |
| Admin fee / account holder | $4,394 | $9,543-54.0% | $12,742-65.5% | $7,775-43.5% |