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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 | $92,711 | $86,938+6.6% | $102,423-9.5% | $80,925+14.6% |
| Participation rate | 77.3% | 72.4%+4.9pp | 76.5%+0.8pp | 67.7%+9.6pp |
| Annual return | 11.37% | 18.89%-7.5pp | 29.42%-18.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,196 | $2,369-49.5% | $3,023-60.4% | $2,756-56.6% |
| Participant deferral / active EE | $2,925 | $4,120-29.0% | $5,054-42.1% | $4,299-32.0% |
| Admin fee / account holder | $2,452 | $8,053-69.5% | $9,455-74.1% | $6,940-64.7% |