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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 | $78,040 | $69,590+12.1% | $136,867-43.0% | $94,015-17.0% |
| Participation rate | 96.2% | 66.3%+29.9pp | 74.5%+21.7pp | 70.8%+25.4pp |
| Annual return | 15.40% | 19.62%-4.2pp | 42.97%-27.6pp | 17.84%-2.4pp |
| Employer contribution / active EE | $1,566 | $2,396-34.7% | $3,547-55.8% | $2,790-43.9% |
| Participant deferral / active EE | $3,032 | $3,437-11.8% | $4,924-38.4% | $4,249-28.6% |
| Admin fee / account holder | $5,602 | $8,912-37.1% | $10,340-45.8% | $8,951-37.4% |