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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 | $91,447 | $86,949+5.2% | $102,460-10.7% | $80,959+13.0% |
| Participation rate | 94.9% | 72.4%+22.6pp | 76.5%+18.4pp | 67.7%+27.3pp |
| Annual return | 17.24% | 18.89%-1.7pp | 29.47%-12.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,521 | $2,370+6.4% | $3,025-16.7% | $2,757-8.6% |
| Participant deferral / active EE | $6,999 | $4,121+69.8% | $5,056+38.4% | $4,300+62.8% |
| Admin fee / account holder | $23,431 | $8,048+191.2% | $9,460+147.7% | $6,925+238.3% |