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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 | $87,383 | $138,386-36.9% | $184,260-52.6% | $80,935+8.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.7%+26.1pp |
| Annual return | 14.09% | 20.02%-5.9pp | 28.84%-14.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,902 | $4,851-19.6% | $6,427-39.3% | $2,757+41.5% |
| Participant deferral / active EE | $9,031 | $7,076+27.6% | $9,133-1.1% | $4,299+110.1% |
| Admin fee / account holder | $12,916 | $10,489+23.1% | $13,898-7.1% | $6,924+86.5% |