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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 | $145,431-36.0% | $211,142-55.9% | $87,485+6.4% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.3%+6.6pp | 68.9%+25.0pp |
| Annual return | 23.58% | 27.21%-3.6pp | 46.84%-23.3pp | 26.06%-2.5pp |
| Employer contribution / active EE | $4,521 | $4,662-3.0% | $6,442-29.8% | $2,596+74.1% |
| Participant deferral / active EE | $9,014 | $6,859+31.4% | $9,284-2.9% | $4,274+110.9% |
| Admin fee / account holder | $13,170 | $17,052-22.8% | $19,076-31.0% | $7,775+69.4% |