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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 | $97,057 | $145,431-33.3% | $211,142-54.0% | $87,485+10.9% |
| Participation rate | 89.8% | 84.7%+5.0pp | 87.3%+2.5pp | 68.9%+20.9pp |
| Annual return | 19.23% | 27.21%-8.0pp | 46.84%-27.6pp | 26.06%-6.8pp |
| Employer contribution / active EE | $4,521 | $4,662-3.0% | $6,442-29.8% | $2,596+74.1% |
| Participant deferral / active EE | $8,479 | $6,859+23.6% | $9,284-8.7% | $4,274+98.4% |
| Admin fee / account holder | $14,064 | $17,052-17.5% | $19,076-26.3% | $7,775+80.9% |