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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 | $93,867 | $106,749-12.1% | $145,433-35.5% | $82,448+13.9% |
| Participation rate | 80.4% | 75.6%+4.7pp | 82.1%-1.7pp | 68.1%+12.3pp |
| Annual return | 16.39% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,756 | $3,444-20.0% | $4,554-39.5% | $2,551+8.0% |
| Participant deferral / active EE | $10,205 | $6,519+56.6% | $7,897+29.2% | $4,139+146.6% |
| Admin fee / account holder | $8,394 | $8,390+0.1% | $13,129-36.1% | $7,234+16.0% |