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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 | $95,196 | $72,492+31.3% | $87,104+9.3% | $72,975+30.4% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 18.34% | 24.46%-6.1pp | 28.19%-9.8pp | 81.01%-62.7pp |
| Employer contribution / active EE | $1,692 | $1,894-10.7% | $2,521-32.9% | $2,440-30.7% |
| Participant deferral / active EE | $3,794 | $3,270+16.1% | $4,048-6.3% | $3,608+5.2% |
| Admin fee / account holder | $3,715 | $5,055-26.5% | $7,491-50.4% | $5,124-27.5% |