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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 | $97,550-5.8% | $120,344-23.6% | $87,485+5.1% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.7%+4.4pp | 68.9%+12.1pp |
| Annual return | 14.31% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,821 | $2,291+23.1% | $3,020-6.6% | $2,596+8.7% |
| Participant deferral / active EE | $6,747 | $4,230+59.5% | $5,135+31.4% | $4,274+57.9% |
| Admin fee / account holder | $25,084 | $9,543+162.9% | $12,742+96.9% | $7,775+222.6% |