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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 | $97,550+9.7% | $120,344-11.1% | $87,485+22.3% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.7%+17.3pp | 68.9%+25.1pp |
| Annual return | 13.78% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,780 | $2,291-22.3% | $3,020-41.0% | $2,596-31.4% |
| Participant deferral / active EE | $2,523 | $4,230-40.3% | $5,135-50.9% | $4,274-41.0% |
| Admin fee / account holder | $1,853 | $9,543-80.6% | $12,742-85.5% | $7,775-76.2% |