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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 | $91,162 | $60,349+51.1% | $74,184+22.9% | $62,881+45.0% |
| Participation rate | 77.8% | 72.7%+5.0pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 7.90% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,455 | $1,680-13.4% | $2,370-38.6% | $2,281-36.2% |
| Participant deferral / active EE | $2,226 | $2,856-22.1% | $3,550-37.3% | $3,203-30.5% |
| Admin fee / account holder | $2,608 | $4,261-38.8% | $5,586-53.3% | $4,296-39.3% |