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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 | $97,065 | $95,453+1.7% | $112,040-13.4% | $82,448+17.7% |
| Participation rate | 78.7% | 72.8%+6.0pp | 76.5%+2.2pp | 68.1%+10.7pp |
| Annual return | 15.59% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,520 | $2,318-34.4% | $2,954-48.5% | $2,551-40.4% |
| Participant deferral / active EE | $4,513 | $4,224+6.9% | $5,098-11.5% | $4,139+9.0% |
| Admin fee / account holder | $24,877 | $9,013+176.0% | $12,098+105.6% | $7,234+243.9% |