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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 | $99,787 | $86,949+14.8% | $102,460-2.6% | $80,959+23.3% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.7%+23.9pp |
| Annual return | 10.58% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,156 | $2,370-9.0% | $3,025-28.7% | $2,757-21.8% |
| Participant deferral / active EE | $8,634 | $4,121+109.5% | $5,056+70.8% | $4,300+100.8% |
| Admin fee / account holder | $19,998 | $8,048+148.5% | $9,460+111.4% | $6,925+188.8% |