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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 | $93,126 | $146,267-36.3% | $197,124-52.8% | $82,448+13.0% |
| Participation rate | 93.9% | 84.0%+9.9pp | 86.7%+7.2pp | 68.1%+25.9pp |
| Annual return | 23.58% | 29.61%-6.0pp | 44.34%-20.8pp | 41.64%-18.1pp |
| Employer contribution / active EE | $4,521 | $4,723-4.3% | $6,227-27.4% | $2,551+77.2% |
| Participant deferral / active EE | $9,014 | $7,035+28.1% | $9,135-1.3% | $4,139+117.8% |
| Admin fee / account holder | $13,170 | $14,422-8.7% | $16,298-19.2% | $7,234+82.0% |