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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 | $89,663 | $95,762-6.4% | $379,746-76.4% | $79,856+12.3% |
| Participation rate | 78.7% | 74.0%+4.7pp | 78.4%+0.3pp | 69.6%+9.1pp |
| Annual return | 17.00% | 18.26%-1.3pp | 34.90%-17.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,525 | $2,695-6.3% | $3,540-28.7% | $2,471+2.2% |
| Participant deferral / active EE | $7,197 | $4,705+53.0% | $6,024+19.5% | $3,741+92.4% |
| Admin fee / account holder | $6,648 | $6,745-1.4% | $7,927-16.1% | $5,306+25.3% |