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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 | $142,972-32.1% | $214,702-54.8% | $86,983+11.6% |
| Participation rate | 89.8% | 84.9%+4.9pp | 87.5%+2.3pp | 69.5%+20.3pp |
| Annual return | 19.23% | 18.49%+0.7pp | 54.55%-35.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $4,521 | $4,635-2.5% | $6,461-30.0% | $2,584+74.9% |
| Participant deferral / active EE | $8,479 | $6,568+29.1% | $9,147-7.3% | $4,194+102.2% |
| Admin fee / account holder | $14,064 | $17,617-20.2% | $19,830-29.1% | $7,856+79.0% |