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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 | $89,814 | $73,787+21.7% | $98,716-9.0% | $82,448+8.9% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.3%+10.5pp | 68.1%+11.7pp |
| Annual return | 20.99% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,231 | $1,511+47.6% | $2,279-2.1% | $2,551-12.6% |
| Participant deferral / active EE | $5,112 | $3,081+65.9% | $4,048+26.3% | $4,139+23.5% |
| Admin fee / account holder | $3,502 | $6,500-46.1% | $8,703-59.8% | $7,234-51.6% |