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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 | $98,986 | $76,834+28.8% | $108,359-8.6% | $87,485+13.1% |
| Participation rate | 92.9% | 61.7%+31.1pp | 70.1%+22.7pp | 68.9%+23.9pp |
| Annual return | 16.95% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,744 | $1,556+12.1% | $2,399-27.3% | $2,596-32.8% |
| Participant deferral / active EE | $3,258 | $3,100+5.1% | $4,137-21.3% | $4,274-23.8% |
| Admin fee / account holder | $3,323 | $6,537-49.2% | $9,741-65.9% | $7,775-57.3% |