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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 | $98,658 | $86,949+13.5% | $102,460-3.7% | $80,959+21.9% |
| Participation rate | 89.1% | 72.4%+16.7pp | 76.5%+12.6pp | 67.7%+21.4pp |
| Annual return | 11.09% | 18.89%-7.8pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $886 | $2,370-62.6% | $3,025-70.7% | $2,757-67.9% |
| Participant deferral / active EE | $8,318 | $4,121+101.8% | $5,056+64.5% | $4,300+93.4% |
| Admin fee / account holder | $2,508 | $8,048-68.8% | $9,460-73.5% | $6,925-63.8% |