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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 | $94,889 | $106,749-11.1% | $145,433-34.8% | $82,448+15.1% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 16.30% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,166 | $3,444-8.1% | $4,554-30.5% | $2,551+24.1% |
| Participant deferral / active EE | $6,587 | $6,519+1.0% | $7,897-16.6% | $4,139+59.1% |
| Admin fee / account holder | $4,948 | $8,390-41.0% | $13,129-62.3% | $7,234-31.6% |