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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 | $91,397 | $83,061+10.0% | $126,068-27.5% | $94,015-2.8% |
| Participation rate | 82.5% | 81.2%+1.4pp | 84.7%-2.2pp | 70.8%+11.7pp |
| Annual return | 15.32% | 20.41%-5.1pp | 15.01%+0.3pp | 17.84%-2.5pp |
| Employer contribution / active EE | $2,398 | $2,864-16.2% | $3,968-39.6% | $2,790-14.0% |
| Participant deferral / active EE | $4,995 | $7,042-29.1% | $8,214-39.2% | $4,249+17.5% |
| Admin fee / account holder | $12,333 | $7,208+71.1% | $18,264-32.5% | $8,951+37.8% |