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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 | $89,033 | $86,940+2.4% | $102,434-13.1% | $80,935+10.0% |
| Participation rate | 89.6% | 72.4%+17.2pp | 76.5%+13.0pp | 67.7%+21.9pp |
| Annual return | 15.13% | 18.89%-3.8pp | 29.46%-14.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,011 | $2,370-15.1% | $3,023-33.5% | $2,757-27.0% |
| Participant deferral / active EE | $7,838 | $4,121+90.2% | $5,055+55.0% | $4,299+82.3% |
| Admin fee / account holder | $13,063 | $8,047+62.3% | $9,462+38.1% | $6,924+88.6% |