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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 | $95,404+6.9% | $113,397-10.1% | $82,637+23.4% |
| Participation rate | 85.5% | 72.8%+12.7pp | 76.5%+9.0pp | 68.1%+17.5pp |
| Annual return | 17.68% | 19.08%-1.4pp | 23.20%-5.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,317 | $2,307-42.9% | $2,977-55.7% | $2,552-48.4% |
| Participant deferral / active EE | $4,967 | $4,220+17.7% | $5,076-2.2% | $4,126+20.4% |
| Admin fee / account holder | $2,603 | $9,168-71.6% | $11,957-78.2% | $7,339-64.5% |