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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 | $83,598 | $143,969-41.9% | $199,883-58.2% | $82,637+1.2% |
| Participation rate | 90.2% | 84.1%+6.1pp | 86.8%+3.5pp | 68.1%+22.2pp |
| Annual return | 23.13% | 25.67%-2.5pp | 43.81%-20.7pp | 53.51%-30.4pp |
| Employer contribution / active EE | $5,869 | $4,632+26.7% | $6,261-6.3% | $2,552+130.0% |
| Participant deferral / active EE | $15,747 | $6,937+127.0% | $9,138+72.3% | $4,126+281.6% |
| Admin fee / account holder | $3,137 | $14,597-78.5% | $17,268-81.8% | $7,339-57.3% |