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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 | $132,193 | $123,478+7.1% | $216,567-39.0% | $94,015+40.6% |
| Participation rate | 92.0% | 75.1%+16.9pp | 81.6%+10.4pp | 70.8%+21.2pp |
| Annual return | 13.62% | 23.61%-10.0pp | 12.94%+0.7pp | 17.84%-4.2pp |
| Employer contribution / active EE | $896 | $3,136-71.4% | $5,216-82.8% | $2,790-67.9% |
| Participant deferral / active EE | $4,773 | $4,556+4.8% | $6,191-22.9% | $4,249+12.3% |
| Admin fee / account holder | $961 | $12,753-92.5% | $21,981-95.6% | $8,951-89.3% |