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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 | $92,770 | $106,864-13.2% | $147,318-37.0% | $82,637+12.3% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.1%+10.6pp | 68.1%+24.7pp |
| Annual return | 16.20% | 27.49%-11.3pp | 70.43%-54.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,619 | $3,417-23.3% | $4,593-43.0% | $2,552+2.6% |
| Participant deferral / active EE | $2,557 | $6,496-60.6% | $7,906-67.7% | $4,126-38.0% |
| Admin fee / account holder | $2,213 | $8,415-73.7% | $13,708-83.9% | $7,339-69.8% |