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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 | $99,831 | $95,453+4.6% | $112,040-10.9% | $82,448+21.1% |
| Participation rate | 79.5% | 72.8%+6.8pp | 76.5%+3.0pp | 68.1%+11.5pp |
| Annual return | 14.36% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,398 | $2,318-39.7% | $2,954-52.7% | $2,551-45.2% |
| Participant deferral / active EE | $3,839 | $4,224-9.1% | $5,098-24.7% | $4,139-7.3% |
| Admin fee / account holder | $3,904 | $9,013-56.7% | $12,098-67.7% | $7,234-46.0% |