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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 | $95,404-2.8% | $113,397-18.3% | $82,637+12.2% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.5%+10.0pp | 68.1%+18.4pp |
| Annual return | 14.63% | 19.08%-4.4pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,314 | $2,307+0.3% | $2,977-22.3% | $2,552-9.3% |
| Participant deferral / active EE | $5,307 | $4,220+25.8% | $5,076+4.5% | $4,126+28.6% |
| Admin fee / account holder | $6,005 | $9,168-34.5% | $11,957-49.8% | $7,339-18.2% |