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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 | $95,496 | $101,778-6.2% | $164,975-42.1% | $80,925+18.0% |
| Participation rate | 78.3% | 71.8%+6.5pp | 78.6%-0.3pp | 67.7%+10.7pp |
| Annual return | 10.99% | 16.73%-5.7pp | 70.12%-59.1pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,022 | $2,954-31.5% | $4,343-53.4% | $2,756-26.6% |
| Participant deferral / active EE | $4,543 | $4,477+1.5% | $6,033-24.7% | $4,299+5.7% |
| Admin fee / account holder | $1,261 | $8,221-84.7% | $12,688-90.1% | $6,940-81.8% |