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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 | $99,419 | $95,453+4.2% | $112,040-11.3% | $82,448+20.6% |
| Participation rate | 93.6% | 72.8%+20.9pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 15.80% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,630 | $2,318-29.7% | $2,954-44.8% | $2,551-36.1% |
| Participant deferral / active EE | $6,520 | $4,224+54.4% | $5,098+27.9% | $4,139+57.5% |
| Admin fee / account holder | $7,238 | $9,013-19.7% | $12,098-40.2% | $7,2340% |