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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 | $88,837 | $138,385-35.8% | $184,243-51.8% | $80,925+9.8% |
| Participation rate | 85.9% | 83.9%+2.0pp | 86.8%-0.9pp | 67.7%+18.3pp |
| Annual return | 17.01% | 20.02%-3.0pp | 28.82%-11.8pp | 35.65%-18.6pp |
| Employer contribution / active EE | $5,440 | $4,851+12.2% | $6,427-15.4% | $2,756+97.4% |
| Participant deferral / active EE | $11,555 | $7,075+63.3% | $9,132+26.5% | $4,299+168.8% |
| Admin fee / account holder | $3,292 | $10,489-68.6% | $13,914-76.3% | $6,940-52.6% |