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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 | $92,972 | $82,879+12.2% | $96,576-3.7% | $67,986+36.8% |
| Participation rate | 72.1% | 75.2%-3.1pp | 81.4%-9.3pp | 57.2%+14.9pp |
| Annual return | 20.78% | 36.90%-16.1pp | 38.47%-17.7pp | 31.67%-10.9pp |
| Employer contribution / active EE | $1,896 | $2,727-30.5% | $3,553-46.6% | $2,019-6.1% |
| Participant deferral / active EE | $6,218 | $6,976-10.9% | $7,956-21.9% | $3,358+85.2% |
| Admin fee / account holder | $2,576 | $2,783-7.4% | $11,381-77.4% | $3,203-19.6% |