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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 | $99,034 | $124,213-20.3% | $118,106-16.1% | $154,746-36.0% |
| Participation rate | 85.7% | 83.6%+2.1pp | 81.9%+3.8pp | 80.7%+5.0pp |
| Annual return | 15.08% | 18.29%-3.2pp | 19.44%-4.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,621 | $4,905-46.6% | $4,698-44.2% | $4,379-40.1% |
| Participant deferral / active EE | $12,713 | $6,859+85.3% | $6,619+92.1% | $6,730+88.9% |
| Admin fee / account holder | $3,784 | $9,627-60.7% | $8,973-57.8% | $14,365-73.7% |