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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 | $92,598 | $106,524-13.1% | $152,301-39.2% | $87,485+5.8% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.4%+12.8pp | 68.9%+26.3pp |
| Annual return | 18.66% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $4,144 | $3,371+22.9% | $4,624-10.4% | $2,596+59.6% |
| Participant deferral / active EE | $7,139 | $6,525+9.4% | $8,004-10.8% | $4,274+67.1% |
| Admin fee / account holder | $3,556 | $8,287-57.1% | $14,398-75.3% | $7,775-54.3% |