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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 | $93,312 | $95,453-2.2% | $112,040-16.7% | $82,448+13.2% |
| Participation rate | 91.5% | 72.8%+18.8pp | 76.5%+15.1pp | 68.1%+23.5pp |
| Annual return | 18.02% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,494 | $2,318+7.6% | $2,954-15.6% | $2,551-2.2% |
| Participant deferral / active EE | $4,727 | $4,224+11.9% | $5,098-7.3% | $4,139+14.2% |
| Admin fee / account holder | $415 | $9,013-95.4% | $12,098-96.6% | $7,234-94.3% |