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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 | $96,885 | $106,749-9.2% | $145,433-33.4% | $82,448+17.5% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 27.84% | 27.59%+0.3pp | 66.58%-38.7pp | 41.64%-13.8pp |
| Employer contribution / active EE | $2,249 | $3,444-34.7% | $4,554-50.6% | $2,551-11.8% |
| Participant deferral / active EE | $6,426 | $6,519-1.4% | $7,897-18.6% | $4,139+55.2% |
| Admin fee / account holder | $11,455 | $8,390+36.5% | $13,129-12.8% | $7,234+58.3% |