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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 | $81,766 | $86,949-6.0% | $102,460-20.2% | $80,959+1.0% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.7%+23.8pp |
| Annual return | 13.98% | 18.89%-4.9pp | 29.47%-15.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $2,703 | $2,370+14.1% | $3,025-10.6% | $2,757-2.0% |
| Participant deferral / active EE | $5,381 | $4,121+30.6% | $5,056+6.4% | $4,300+25.1% |
| Admin fee / account holder | $16,024 | $8,048+99.1% | $9,460+69.4% | $6,925+131.4% |