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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 | $79,155 | $138,385-42.8% | $184,243-57.0% | $80,925-2.2% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.7%+19.0pp |
| Annual return | 14.98% | 20.02%-5.0pp | 28.82%-13.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $5,398 | $4,851+11.3% | $6,427-16.0% | $2,756+95.8% |
| Participant deferral / active EE | $9,595 | $7,075+35.6% | $9,132+5.1% | $4,299+123.2% |
| Admin fee / account holder | $8,427 | $10,489-19.7% | $13,914-39.4% | $6,940+21.4% |