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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 | $93,201 | $93,598-0.4% | $135,974-31.5% | $75,173+24.0% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 20.68% | 30.89%-10.2pp | 68.30%-47.6pp | 160.72%-140.0pp |
| Employer contribution / active EE | $2,635 | $3,538-25.5% | $4,859-45.8% | $2,671-1.3% |
| Participant deferral / active EE | $5,697 | $6,405-11.1% | $7,760-26.6% | $4,126+38.1% |
| Admin fee / account holder | $7,010 | $6,978+0.5% | $10,767-34.9% | $5,651+24.1% |