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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 | $90,005 | $81,504+10.4% | $102,437-12.1% | $80,959+11.2% |
| Participation rate | 94.7% | 66.9%+27.8pp | 74.5%+20.2pp | 67.7%+27.0pp |
| Annual return | 15.76% | 25.60%-9.8pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,377 | $3,104-23.4% | $3,871-38.6% | $2,757-13.8% |
| Participant deferral / active EE | $9,417 | $3,871+143.3% | $5,060+86.1% | $4,300+119.0% |
| Admin fee / account holder | $2,946 | $6,719-56.2% | $8,388-64.9% | $6,925-57.5% |