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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 | $97,258 | $95,453+1.9% | $112,040-13.2% | $82,448+18.0% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 17.42% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,996 | $2,318+29.3% | $2,954+1.4% | $2,551+17.4% |
| Participant deferral / active EE | $7,932 | $4,224+87.8% | $5,098+55.6% | $4,139+91.6% |
| Admin fee / account holder | $8,809 | $9,013-2.3% | $12,098-27.2% | $7,234+21.8% |