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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 | $100,959 | $97,550+3.5% | $120,344-16.1% | $87,485+15.4% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.7%+0.9pp | 68.9%+8.7pp |
| Annual return | 13.42% | 18.41%-5.0pp | 20.30%-6.9pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,989 | $2,291-13.2% | $3,020-34.1% | $2,596-23.4% |
| Participant deferral / active EE | $3,556 | $4,230-15.9% | $5,135-30.7% | $4,274-16.8% |
| Admin fee / account holder | $14,647 | $9,543+53.5% | $12,742+15.0% | $7,775+88.4% |