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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 | $93,837 | $86,938+7.9% | $102,423-8.4% | $80,925+16.0% |
| Participation rate | 74.0% | 72.4%+1.6pp | 76.5%-2.5pp | 67.7%+6.3pp |
| Annual return | 22.64% | 18.89%+3.7pp | 29.42%-6.8pp | 35.65%-13.0pp |
| Employer contribution / active EE | $935 | $2,369-60.5% | $3,023-69.1% | $2,756-66.1% |
| Participant deferral / active EE | $3,868 | $4,120-6.1% | $5,054-23.5% | $4,299-10.0% |
| Admin fee / account holder | $4,276 | $8,053-46.9% | $9,455-54.8% | $6,940-38.4% |