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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 | $91,795 | $106,749-14.0% | $145,433-36.9% | $82,448+11.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 17.90% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,548 | $3,444+3.0% | $4,554-22.1% | $2,551+39.1% |
| Participant deferral / active EE | $7,482 | $6,519+14.8% | $7,897-5.3% | $4,139+80.8% |
| Admin fee / account holder | $2,723 | $8,390-67.5% | $13,129-79.3% | $7,234-62.4% |