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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 | $84,668 | $93,055-9.0% | $153,643-44.9% | $80,935+4.6% |
| Participation rate | 87.2% | 69.0%+18.2pp | 77.1%+10.1pp | 67.7%+19.5pp |
| Annual return | 10.87% | 19.97%-9.1pp | 15.71%-4.8pp | 35.66%-24.8pp |
| Employer contribution / active EE | $2,653 | $3,504-24.3% | $5,039-47.4% | $2,757-3.8% |
| Participant deferral / active EE | $7,151 | $5,172+38.3% | $6,754+5.9% | $4,299+66.3% |
| Admin fee / account holder | $1,826 | $8,881-79.4% | $12,739-85.7% | $6,924-73.6% |