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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 | $86,530 | $95,404-9.3% | $113,397-23.7% | $82,637+4.7% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 15.02% | 19.08%-4.1pp | 23.20%-8.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,874 | $2,307-18.8% | $2,977-37.0% | $2,552-26.6% |
| Participant deferral / active EE | $4,704 | $4,220+11.5% | $5,076-7.3% | $4,126+14.0% |
| Admin fee / account holder | $11,393 | $9,168+24.3% | $11,957-4.7% | $7,339+55.2% |