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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 | $91,870 | $115,931-20.8% | $185,441-50.5% | $86,983+5.6% |
| Participation rate | 78.1% | 73.6%+4.5pp | 80.3%-2.1pp | 69.5%+8.6pp |
| Annual return | 16.65% | 21.47%-4.8pp | 20.16%-3.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $5,187 | $2,937+76.6% | $4,672+11.0% | $2,584+100.7% |
| Participant deferral / active EE | $8,812 | $4,551+93.6% | $6,152+43.2% | $4,194+110.1% |
| Admin fee / account holder | $10,124 | $10,687-5.3% | $17,890-43.4% | $7,856+28.9% |