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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 | $93,578 | $106,749-12.3% | $145,433-35.7% | $82,448+13.5% |
| Participation rate | 94.3% | 75.6%+18.7pp | 82.1%+12.2pp | 68.1%+26.3pp |
| Annual return | 15.22% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,468 | $3,444-57.4% | $4,554-67.8% | $2,551-42.5% |
| Participant deferral / active EE | $8,677 | $6,519+33.1% | $7,897+9.9% | $4,139+109.6% |
| Admin fee / account holder | $7,601 | $8,390-9.4% | $13,129-42.1% | $7,234+5.1% |