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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 | $98,833 | $95,453+3.5% | $112,040-11.8% | $82,448+19.9% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.5%+22.2pp | 68.1%+30.6pp |
| Annual return | 13.59% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,343 | $2,318+44.2% | $2,954+13.2% | $2,551+31.0% |
| Participant deferral / active EE | $5,475 | $4,224+29.6% | $5,098+7.4% | $4,139+32.3% |
| Admin fee / account holder | $11,029 | $9,013+22.4% | $12,098-8.8% | $7,234+52.5% |