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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 | $93,614 | $86,938+7.7% | $102,423-8.6% | $80,925+15.7% |
| Participation rate | 94.4% | 72.4%+22.0pp | 76.5%+17.9pp | 67.7%+26.7pp |
| Annual return | 13.36% | 18.89%-5.5pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,173 | $2,369-8.3% | $3,023-28.1% | $2,756-21.2% |
| Participant deferral / active EE | $3,423 | $4,120-16.9% | $5,054-32.3% | $4,299-20.4% |
| Admin fee / account holder | $9,308 | $8,053+15.6% | $9,455-1.5% | $6,940+34.1% |