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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 | $97,488 | $95,453+2.1% | $112,040-13.0% | $82,448+18.2% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.5%+3.1pp | 68.1%+11.5pp |
| Annual return | 13.34% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,444 | $2,318+5.4% | $2,954-17.3% | $2,551-4.2% |
| Participant deferral / active EE | $5,659 | $4,224+34.0% | $5,098+11.0% | $4,139+36.7% |
| Admin fee / account holder | $2,073 | $9,013-77.0% | $12,098-82.9% | $7,234-71.3% |