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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 | $92,701 | $95,453-2.9% | $112,040-17.3% | $82,448+12.4% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.5%+10.0pp | 68.1%+18.4pp |
| Annual return | 14.63% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,314 | $2,318-0.2% | $2,954-21.7% | $2,551-9.3% |
| Participant deferral / active EE | $5,307 | $4,224+25.7% | $5,098+4.1% | $4,139+28.2% |
| Admin fee / account holder | $6,005 | $9,013-33.4% | $12,098-50.4% | $7,234-17.0% |