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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 | $95,812 | $60,349+58.8% | $74,184+29.2% | $62,881+52.4% |
| Participation rate | 80.8% | 72.7%+8.0pp | 76.6%+4.2pp | 69.3%+11.5pp |
| Annual return | 11.82% | 21.38%-9.6pp | 17.74%-5.9pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,274 | $1,680-24.2% | $2,370-46.2% | $2,281-44.1% |
| Participant deferral / active EE | $2,856 | $2,8560% | $3,550-19.5% | $3,203-10.8% |
| Admin fee / account holder | $3,521 | $4,261-17.4% | $5,586-37.0% | $4,296-18.0% |