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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 | $99,875-7.3% | $146,866-37.0% | $86,983+6.5% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 18.66% | 28.10%-9.4pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $4,144 | $3,224+28.5% | $4,425-6.3% | $2,584+60.4% |
| Participant deferral / active EE | $7,139 | $6,322+12.9% | $7,759-8.0% | $4,194+70.2% |
| Admin fee / account holder | $3,556 | $7,838-54.6% | $13,620-73.9% | $7,856-54.7% |