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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 | $101,749 | $86,938+17.0% | $102,423-0.7% | $80,925+25.7% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.7%+23.4pp |
| Annual return | 12.69% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-23.0pp |
| Employer contribution / active EE | $923 | $2,369-61.0% | $3,023-69.5% | $2,756-66.5% |
| Participant deferral / active EE | $6,227 | $4,120+51.1% | $5,054+23.2% | $4,299+44.9% |
| Admin fee / account holder | $1,787 | $8,053-77.8% | $9,455-81.1% | $6,940-74.2% |