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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 | $114,003 | $106,524+7.0% | $152,301-25.1% | $87,485+30.3% |
| Participation rate | 86.9% | 75.8%+11.2pp | 82.4%+4.5pp | 68.9%+18.0pp |
| Annual return | 23.54% | 26.89%-3.3pp | 80.50%-57.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $2,393 | $3,371-29.0% | $4,624-48.2% | $2,596-7.8% |
| Participant deferral / active EE | $11,306 | $6,525+73.3% | $8,004+41.3% | $4,274+164.6% |
| Admin fee / account holder | $3,163 | $8,287-61.8% | $14,398-78.0% | $7,775-59.3% |