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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 | $99,347 | $126,661-21.6% | $113,397-12.4% | $138,895-28.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 21.43% | 25.05%-3.6pp | 23.20%-1.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,500 | $3,456-27.7% | $2,977-16.0% | $4,194-40.4% |
| Participant deferral / active EE | $6,065 | $5,693+6.5% | $5,076+19.5% | $6,396-5.2% |
| Admin fee / account holder | $1,130 | $14,549-92.2% | $11,957-90.5% | $12,562-91.0% |