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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 | $96,676 | $95,453+1.3% | $112,040-13.7% | $82,448+17.3% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 19.44% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $836 | $2,318-63.9% | $2,954-71.7% | $2,551-67.2% |
| Participant deferral / active EE | $9,139 | $4,224+116.4% | $5,098+79.3% | $4,139+120.8% |
| Admin fee / account holder | $4,230 | $9,013-53.1% | $12,098-65.0% | $7,234-41.5% |