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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 | $106,988 | $95,453+12.1% | $112,040-4.5% | $82,448+29.8% |
| Participation rate | 94.0% | 72.8%+21.3pp | 76.5%+17.5pp | 68.1%+26.0pp |
| Annual return | 13.78% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,780 | $2,318-23.2% | $2,954-39.7% | $2,551-30.2% |
| Participant deferral / active EE | $2,523 | $4,224-40.3% | $5,098-50.5% | $4,139-39.0% |
| Admin fee / account holder | $1,853 | $9,013-79.4% | $12,098-84.7% | $7,234-74.4% |