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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 | $87,232 | $67,602+29.0% | $82,312+6.0% | $70,126+24.4% |
| Participation rate | 91.2% | 72.8%+18.5pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 14.37% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,697 | $1,755-3.3% | $2,428-30.1% | $2,343-27.5% |
| Participant deferral / active EE | $2,715 | $2,987-9.1% | $3,706-26.8% | $3,332-18.5% |
| Admin fee / account holder | $6,631 | $4,512+47.0% | $5,608+18.3% | $4,645+42.7% |