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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 | $99,992 | $87,834+13.8% | $133,975-25.4% | $62,881+59.0% |
| Participation rate | 94.4% | 83.4%+11.1pp | 87.1%+7.4pp | 69.3%+25.1pp |
| Annual return | 10.01% | 12.05%-2.0pp | 29.29%-19.3pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,249 | $3,482-35.4% | $5,211-56.8% | $2,281-1.4% |
| Participant deferral / active EE | $5,842 | $4,812+21.4% | $6,282-7.0% | $3,203+82.4% |
| Admin fee / account holder | $7,265 | $5,372+35.2% | $9,324-22.1% | $4,296+69.1% |