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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 | $92,967 | $86,922+7.0% | $102,438-9.2% | $80,874+15.0% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 19.79% | 18.90%+0.9pp | 29.37%-9.6pp | 35.62%-15.8pp |
| Employer contribution / active EE | $2,376 | $2,369+0.3% | $3,024-21.4% | $2,756-13.8% |
| Participant deferral / active EE | $4,517 | $4,119+9.7% | $5,054-10.6% | $4,297+5.1% |
| Admin fee / account holder | $5,282 | $8,050-34.4% | $9,448-44.1% | $6,935-23.8% |