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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 | $79,621 | $76,371+4.3% | $93,621-15.0% | $72,976+9.1% |
| Participation rate | 95.0% | 71.8%+23.2pp | 75.8%+19.2pp | 69.5%+25.5pp |
| Annual return | 16.47% | 25.82%-9.3pp | 32.76%-16.3pp | 81.02%-64.5pp |
| Employer contribution / active EE | $2,050 | $2,276-9.9% | $2,719-24.6% | $2,440-16.0% |
| Participant deferral / active EE | $5,025 | $3,538+42.0% | $4,070+23.5% | $3,608+39.3% |
| Admin fee / account holder | $4,508 | $6,839-34.1% | $7,890-42.9% | $5,124-12.0% |