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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 | $83,375 | $106,749-21.9% | $145,433-42.7% | $82,448+1.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 17.45% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,007 | $3,444-12.7% | $4,554-34.0% | $2,551+17.9% |
| Participant deferral / active EE | $9,062 | $6,519+39.0% | $7,897+14.7% | $4,139+118.9% |
| Admin fee / account holder | $5,795 | $8,390-30.9% | $13,129-55.9% | $7,234-19.9% |