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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 | $106,231 | $106,749-0.5% | $145,433-27.0% | $82,448+28.8% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 18.23% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,615 | $3,444-24.1% | $4,554-42.6% | $2,551+2.5% |
| Participant deferral / active EE | $5,682 | $6,519-12.8% | $7,897-28.1% | $4,139+37.3% |
| Admin fee / account holder | $514 | $8,390-93.9% | $13,129-96.1% | $7,234-92.9% |