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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 | $92,757 | $95,453-2.8% | $112,040-17.2% | $82,448+12.5% |
| Participation rate | 88.7% | 72.8%+16.0pp | 76.5%+12.2pp | 68.1%+20.6pp |
| Annual return | 13.82% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $6,605 | $2,318+185.0% | $2,954+123.6% | $2,551+158.9% |
| Participant deferral / active EE | $7,798 | $4,224+84.6% | $5,098+53.0% | $4,139+88.4% |
| Admin fee / account holder | $9,157 | $9,013+1.6% | $12,098-24.3% | $7,234+26.6% |