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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 | $93,421 | $95,453-2.1% | $112,040-16.6% | $82,448+13.3% |
| Participation rate | 84.5% | 72.8%+11.8pp | 76.5%+8.0pp | 68.1%+16.5pp |
| Annual return | 15.73% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,262 | $2,318-2.4% | $2,954-23.4% | $2,551-11.3% |
| Participant deferral / active EE | $4,945 | $4,224+17.1% | $5,098-3.0% | $4,139+19.5% |
| Admin fee / account holder | $6,604 | $9,013-26.7% | $12,098-45.4% | $7,234-8.7% |