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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 | $101,999 | $95,453+6.9% | $112,040-9.0% | $82,448+23.7% |
| Participation rate | 85.5% | 72.8%+12.8pp | 76.5%+9.0pp | 68.1%+17.4pp |
| Annual return | 17.68% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,317 | $2,318-43.2% | $2,954-55.4% | $2,551-48.4% |
| Participant deferral / active EE | $4,967 | $4,224+17.6% | $5,098-2.6% | $4,139+20.0% |
| Admin fee / account holder | $2,603 | $9,013-71.1% | $12,098-78.5% | $7,234-64.0% |