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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 | $96,088 | $95,453+0.7% | $112,040-14.2% | $82,448+16.5% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 13.97% | 23.92%-10.0pp | 24.52%-10.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,339 | $2,318+0.9% | $2,954-20.8% | $2,551-8.3% |
| Participant deferral / active EE | $7,680 | $4,224+81.8% | $5,098+50.7% | $4,139+85.5% |
| Admin fee / account holder | $48,485 | $9,013+437.9% | $12,098+300.8% | $7,234+570.2% |