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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 | $94,280 | $86,938+8.4% | $102,423-8.0% | $80,925+16.5% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.7%+10.1pp |
| Annual return | 14.55% | 18.89%-4.3pp | 29.42%-14.9pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,683 | $4,120+13.6% | $5,054-7.4% | $4,299+8.9% |
| Admin fee / account holder | $33,206 | $8,053+312.4% | $9,455+251.2% | $6,940+378.5% |