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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 | $84,434 | $86,940-2.9% | $102,434-17.6% | $80,935+4.3% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.7%+27.3pp |
| Annual return | 15.82% | 18.89%-3.1pp | 29.46%-13.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,250 | $2,370-5.0% | $3,023-25.6% | $2,757-18.4% |
| Participant deferral / active EE | $6,444 | $4,121+56.4% | $5,055+27.5% | $4,299+49.9% |
| Admin fee / account holder | $12,917 | $8,047+60.5% | $9,462+36.5% | $6,924+86.5% |