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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 | $93,578 | $106,864-12.4% | $147,318-36.5% | $82,637+13.2% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.1%+12.3pp | 68.1%+26.3pp |
| Annual return | 15.22% | 27.49%-12.3pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,468 | $3,417-57.0% | $4,593-68.0% | $2,552-42.5% |
| Participant deferral / active EE | $8,677 | $6,496+33.6% | $7,906+9.8% | $4,126+110.3% |
| Admin fee / account holder | $7,601 | $8,415-9.7% | $13,708-44.5% | $7,339+3.6% |