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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 | $88,216 | $101,795-13.3% | $165,100-46.6% | $80,959+9.0% |
| Participation rate | 88.7% | 71.8%+16.9pp | 78.6%+10.1pp | 67.7%+21.0pp |
| Annual return | 14.47% | 16.73%-2.3pp | 70.21%-55.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $5,390 | $2,954+82.5% | $4,348+24.0% | $2,757+95.5% |
| Participant deferral / active EE | $7,856 | $4,476+75.5% | $6,035+30.2% | $4,300+82.7% |
| Admin fee / account holder | $12,614 | $8,221+53.4% | $12,696-0.6% | $6,925+82.1% |