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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 | $98,905 | $97,550+1.4% | $120,344-17.8% | $87,485+13.1% |
| Participation rate | 90.4% | 72.8%+17.6pp | 76.7%+13.7pp | 68.9%+21.5pp |
| Annual return | 14.88% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $4,688 | $2,291+104.6% | $3,020+55.2% | $2,596+80.6% |
| Participant deferral / active EE | $6,807 | $4,230+60.9% | $5,135+32.6% | $4,274+59.3% |
| Admin fee / account holder | $1,453 | $9,543-84.8% | $12,742-88.6% | $7,775-81.3% |