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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 | $96,542 | $95,453+1.1% | $112,040-13.8% | $82,448+17.1% |
| Participation rate | 95.1% | 72.8%+22.4pp | 76.5%+18.6pp | 68.1%+27.1pp |
| Annual return | 17.25% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,950 | $2,318+27.3% | $2,954-0.2% | $2,551+15.6% |
| Participant deferral / active EE | $7,407 | $4,224+75.4% | $5,098+45.3% | $4,139+78.9% |
| Admin fee / account holder | $5,367 | $9,013-40.5% | $12,098-55.6% | $7,234-25.8% |