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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 | $91,169 | $100,194-9.0% | $122,979-25.9% | $86,983+4.8% |
| Participation rate | 77.5% | 73.0%+4.5pp | 77.2%+0.3pp | 69.5%+8.0pp |
| Annual return | 17.18% | 16.47%+0.7pp | 20.12%-2.9pp | 25.83%-8.7pp |
| Employer contribution / active EE | $1,897 | $2,326-18.4% | $3,062-38.0% | $2,584-26.6% |
| Participant deferral / active EE | $3,814 | $4,133-7.7% | $5,003-23.8% | $4,194-9.1% |
| Admin fee / account holder | $24,902 | $10,148+145.4% | $12,864+93.6% | $7,856+217.0% |