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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 | $85,731 | $96,052-10.7% | $118,106-27.4% | $87,485-2.0% |
| Participation rate | 84.2% | 77.0%+7.2pp | 81.9%+2.3pp | 68.9%+15.3pp |
| Annual return | 18.56% | 24.16%-5.6pp | 19.44%-0.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $5,380 | $3,939+36.6% | $4,698+14.5% | $2,596+107.2% |
| Participant deferral / active EE | $10,314 | $5,793+78.0% | $6,619+55.8% | $4,274+141.4% |
| Admin fee / account holder | $4,056 | $7,618-46.8% | $8,973-54.8% | $7,775-47.8% |