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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 | $95,404+1.4% | $113,397-14.7% | $82,637+17.1% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 15.33% | 19.08%-3.7pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,986 | $2,307-13.9% | $2,977-33.3% | $2,552-22.2% |
| Participant deferral / active EE | $5,917 | $4,220+40.2% | $5,076+16.6% | $4,126+43.4% |
| Admin fee / account holder | $388 | $9,168-95.8% | $11,957-96.8% | $7,339-94.7% |