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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 | $89,716 | $83,485+7.5% | $125,195-28.3% | $72,976+22.9% |
| Participation rate | 89.3% | 73.3%+16.0pp | 79.8%+9.5pp | 69.5%+19.8pp |
| Annual return | 19.29% | 25.77%-6.5pp | 43.79%-24.5pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,155 | $2,346-8.1% | $3,866-44.3% | $2,440-11.7% |
| Participant deferral / active EE | $2,915 | $3,586-18.7% | $4,937-41.0% | $3,608-19.2% |
| Admin fee / account holder | $9,614 | $5,518+74.2% | $9,704-0.9% | $5,124+87.6% |