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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 | $81,721 | $95,404-14.3% | $113,397-27.9% | $82,637-1.1% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 16.77% | 19.08%-2.3pp | 23.20%-6.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,541 | $2,307+10.2% | $2,977-14.7% | $2,552-0.4% |
| Participant deferral / active EE | $5,049 | $4,220+19.7% | $5,076-0.5% | $4,126+22.4% |
| Admin fee / account holder | $12,027 | $9,168+31.2% | $11,957+0.6% | $7,339+63.9% |