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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 | $94,464 | $86,949+8.6% | $102,460-7.8% | $80,959+16.7% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.7%+20.9pp |
| Annual return | 13.89% | 18.89%-5.0pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,027 | $2,370+27.7% | $3,025+0.1% | $2,757+9.8% |
| Participant deferral / active EE | $6,509 | $4,121+57.9% | $5,056+28.7% | $4,300+51.3% |
| Admin fee / account holder | $20,645 | $8,048+156.5% | $9,460+118.2% | $6,925+198.1% |