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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 | $94,928 | $81,476+16.5% | $102,383-7.3% | $80,925+17.3% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.7%+2.7pp |
| Annual return | 22.87% | 25.59%-2.7pp | 24.94%-2.1pp | 35.65%-12.8pp |
| Employer contribution / active EE | $2,791 | $3,105-10.1% | $3,870-27.9% | $2,756+1.3% |
| Participant deferral / active EE | $5,297 | $3,871+36.8% | $5,060+4.7% | $4,299+23.2% |
| Admin fee / account holder | $26,186 | $6,717+289.8% | $8,391+212.1% | $6,940+277.3% |