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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 | $98,218 | $106,749-8.0% | $145,433-32.5% | $82,448+19.1% |
| Participation rate | 83.8% | 75.6%+8.1pp | 82.1%+1.7pp | 68.1%+15.7pp |
| Annual return | 18.64% | 27.59%-9.0pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,083 | $3,444-10.5% | $4,554-32.3% | $2,551+20.9% |
| Participant deferral / active EE | $6,743 | $6,519+3.4% | $7,897-14.6% | $4,139+62.9% |
| Admin fee / account holder | $4,930 | $8,390-41.2% | $13,129-62.4% | $7,234-31.8% |