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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 | $91,296 | $103,164-11.5% | $90,259+1.1% | $154,746-41.0% |
| Participation rate | 86.7% | 76.1%+10.6pp | 70.7%+15.9pp | 80.7%+6.0pp |
| Annual return | 15.00% | 19.25%-4.3pp | 18.88%-3.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,302 | $2,532+30.4% | $2,291+44.1% | $4,379-24.6% |
| Participant deferral / active EE | $8,657 | $4,422+95.8% | $3,827+126.2% | $6,730+28.6% |
| Admin fee / account holder | $3,253 | $8,593-62.1% | $7,267-55.2% | $14,365-77.4% |