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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 | $97,213 | $99,633-2.4% | $183,328-47.0% | $82,448+17.9% |
| Participation rate | 84.4% | 70.8%+13.7pp | 77.3%+7.1pp | 68.1%+16.4pp |
| Annual return | 18.59% | 17.84%+0.7pp | 29.67%-11.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,765 | $3,256+15.6% | $5,055-25.5% | $2,551+47.6% |
| Participant deferral / active EE | $6,817 | $4,938+38.0% | $6,795+0.3% | $4,139+64.7% |
| Admin fee / account holder | $3,880 | $9,934-60.9% | $21,427-81.9% | $7,234-46.4% |