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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 | $99,141 | $138,393-28.4% | $184,256-46.2% | $80,959+22.5% |
| Participation rate | 90.5% | 83.9%+6.6pp | 86.8%+3.7pp | 67.7%+22.8pp |
| Annual return | 15.55% | 20.01%-4.5pp | 28.85%-13.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,752 | $4,847-22.6% | $6,427-41.6% | $2,757+36.1% |
| Participant deferral / active EE | $8,277 | $7,076+17.0% | $9,133-9.4% | $4,300+92.5% |
| Admin fee / account holder | $1,862 | $10,489-82.3% | $13,899-86.6% | $6,925-73.1% |