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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 | $96,736 | $100,194-3.5% | $122,979-21.3% | $86,983+11.2% |
| Participation rate | 93.8% | 73.0%+20.8pp | 77.2%+16.6pp | 69.5%+24.2pp |
| Annual return | 15.33% | 16.47%-1.1pp | 20.12%-4.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $1,986 | $2,326-14.6% | $3,062-35.1% | $2,584-23.2% |
| Participant deferral / active EE | $5,917 | $4,133+43.2% | $5,003+18.3% | $4,194+41.1% |
| Admin fee / account holder | $388 | $10,148-96.2% | $12,864-97.0% | $7,856-95.1% |