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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 | $90,990 | $86,940+4.7% | $102,434-11.2% | $80,935+12.4% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.4pp | 67.7%+11.3pp |
| Annual return | 13.77% | 18.89%-5.1pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,879 | $2,370-20.7% | $3,023-37.9% | $2,757-31.8% |
| Participant deferral / active EE | $4,086 | $4,121-0.9% | $5,055-19.2% | $4,299-5.0% |
| Admin fee / account holder | $2,680 | $8,047-66.7% | $9,462-71.7% | $6,924-61.3% |