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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 | $99,823 | $83,898+19.0% | $133,346-25.1% | $94,015+6.2% |
| Participation rate | 88.1% | 63.4%+24.8pp | 72.8%+15.3pp | 70.8%+17.3pp |
| Annual return | 12.39% | 16.00%-3.6pp | 36.85%-24.5pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,550 | $1,821-14.8% | $2,853-45.7% | $2,790-44.4% |
| Participant deferral / active EE | $5,020 | $3,245+54.7% | $4,332+15.9% | $4,249+18.1% |
| Admin fee / account holder | $2,180 | $7,809-72.1% | $14,264-84.7% | $8,951-75.6% |