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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 | $100,324 | $86,919+15.4% | $102,457-2.1% | $80,911+24.0% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 14.94% | 18.90%-4.0pp | 29.41%-14.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $5,281 | $2,368+123.0% | $3,022+74.8% | $2,756+91.6% |
| Participant deferral / active EE | $2,702 | $4,119-34.4% | $5,054-46.5% | $4,297-37.1% |
| Admin fee / account holder | $3,854 | $8,049-52.1% | $9,451-59.2% | $6,935-44.4% |