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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 | $86,305 | $124,425-30.6% | $112,040-23.0% | $137,256-37.1% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 18.53% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,327 | $3,411-31.8% | $2,954-21.2% | $4,156-44.0% |
| Participant deferral / active EE | $6,868 | $5,718+20.1% | $5,098+34.7% | $6,407+7.2% |
| Admin fee / account holder | $8,892 | $15,207-41.5% | $12,098-26.5% | $12,270-27.5% |