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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 | $90,528 | $146,267-38.1% | $197,124-54.1% | $82,448+9.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 86.7%+6.2pp | 68.1%+24.9pp |
| Annual return | 23.13% | 29.61%-6.5pp | 44.34%-21.2pp | 41.64%-18.5pp |
| Employer contribution / active EE | $5,177 | $4,723+9.6% | $6,227-16.9% | $2,551+103.0% |
| Participant deferral / active EE | $11,460 | $7,035+62.9% | $9,135+25.5% | $4,139+176.9% |
| Admin fee / account holder | $3,001 | $14,422-79.2% | $16,298-81.6% | $7,234-58.5% |