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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 | $98,536 | $86,949+13.3% | $102,460-3.8% | $80,959+21.7% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.7%+20.7pp |
| Annual return | 12.34% | 18.89%-6.6pp | 29.47%-17.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,673 | $2,370+12.8% | $3,025-11.6% | $2,757-3.1% |
| Participant deferral / active EE | $6,192 | $4,121+50.3% | $5,056+22.5% | $4,300+44.0% |
| Admin fee / account holder | $2,014 | $8,048-75.0% | $9,460-78.7% | $6,925-70.9% |