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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 | $96,907 | $95,453+1.5% | $112,040-13.5% | $82,448+17.5% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 20.90% | 23.92%-3.0pp | 24.52%-3.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $3,208 | $2,318+38.4% | $2,954+8.6% | $2,551+25.7% |
| Participant deferral / active EE | $6,595 | $4,224+56.1% | $5,098+29.4% | $4,139+59.3% |
| Admin fee / account holder | $7,568 | $9,013-16.0% | $12,098-37.4% | $7,234+4.6% |