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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 | $85,770 | $76,371+12.3% | $93,621-8.4% | $72,975+17.5% |
| Participation rate | 98.7% | 71.8%+26.9pp | 75.8%+22.9pp | 69.5%+29.2pp |
| Annual return | 20.68% | 25.82%-5.1pp | 32.76%-12.1pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,931 | $2,276-15.2% | $2,719-29.0% | $2,440-20.9% |
| Participant deferral / active EE | $5,282 | $3,538+49.3% | $4,070+29.8% | $3,608+46.4% |
| Admin fee / account holder | $5,924 | $6,839-13.4% | $7,890-24.9% | $5,124+15.6% |