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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 | $83,610 | $81,487+2.6% | $102,412-18.4% | $80,935+3.3% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 14.15% | 25.60%-11.4pp | 24.94%-10.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,255 | $3,103-27.3% | $3,870-41.7% | $2,757-18.2% |
| Participant deferral / active EE | $3,555 | $3,871-8.1% | $5,060-29.7% | $4,299-17.3% |
| Admin fee / account holder | $1,194 | $6,717-82.2% | $8,388-85.8% | $6,924-82.8% |