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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 | $90,205 | $86,949+3.7% | $102,460-12.0% | $80,959+11.4% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 13.69% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,544 | $2,370+7.4% | $3,025-15.9% | $2,757-7.7% |
| Participant deferral / active EE | $6,051 | $4,121+46.8% | $5,056+19.7% | $4,300+40.7% |
| Admin fee / account holder | $7,108 | $8,048-11.7% | $9,460-24.9% | $6,925+2.6% |