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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 | $86,919+5.2% | $102,457-10.7% | $80,911+13.0% |
| Participation rate | 94.9% | 72.4%+22.6pp | 76.5%+18.4pp | 67.6%+27.3pp |
| Annual return | 17.24% | 18.90%-1.7pp | 29.41%-12.2pp | 35.63%-18.4pp |
| Employer contribution / active EE | $2,521 | $2,368+6.5% | $3,022-16.6% | $2,756-8.5% |
| Participant deferral / active EE | $6,999 | $4,119+69.9% | $5,054+38.5% | $4,297+62.9% |
| Admin fee / account holder | $23,431 | $8,049+191.1% | $9,451+147.9% | $6,935+237.9% |