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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 | $87,989 | $114,712-23.3% | $173,730-49.4% | $87,485+0.6% |
| Participation rate | 88.4% | 73.0%+15.4pp | 79.6%+8.8pp | 68.9%+19.4pp |
| Annual return | 15.12% | 20.18%-5.1pp | 19.96%-4.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,187 | $2,904-24.7% | $4,577-52.2% | $2,596-15.8% |
| Participant deferral / active EE | $6,003 | $4,642+29.3% | $6,326-5.1% | $4,274+40.5% |
| Admin fee / account holder | $27,043 | $10,210+164.9% | $17,523+54.3% | $7,775+247.8% |