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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 | $79,474 | $97,550-18.5% | $120,344-34.0% | $87,485-9.2% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.7%+8.5pp | 68.9%+16.3pp |
| Annual return | 18.05% | 18.41%-0.4pp | 20.30%-2.3pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,959 | $2,291+29.2% | $3,020-2.0% | $2,596+14.0% |
| Participant deferral / active EE | $3,797 | $4,230-10.2% | $5,135-26.1% | $4,274-11.2% |
| Admin fee / account holder | $5,332 | $9,543-44.1% | $12,742-58.2% | $7,775-31.4% |