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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 | $91,904 | $95,453-3.7% | $112,040-18.0% | $82,448+11.5% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.5%+4.6pp | 68.1%+13.0pp |
| Annual return | 14.31% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,821 | $2,318+21.7% | $2,954-4.5% | $2,551+10.6% |
| Participant deferral / active EE | $6,747 | $4,224+59.7% | $5,098+32.4% | $4,139+63.0% |
| Admin fee / account holder | $25,084 | $9,013+178.3% | $12,098+107.3% | $7,234+246.7% |