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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 | $92,327 | $114,712-19.5% | $173,730-46.9% | $87,485+5.5% |
| Participation rate | 83.3% | 73.0%+10.3pp | 79.6%+3.8pp | 68.9%+14.4pp |
| Annual return | 20.63% | 20.18%+0.5pp | 19.96%+0.7pp | 26.06%-5.4pp |
| Employer contribution / active EE | $2,659 | $2,904-8.5% | $4,577-41.9% | $2,596+2.4% |
| Participant deferral / active EE | $6,019 | $4,642+29.7% | $6,326-4.9% | $4,274+40.8% |
| Admin fee / account holder | $1,411 | $10,210-86.2% | $17,523-91.9% | $7,775-81.9% |