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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 | $82,834 | $95,453-13.2% | $112,040-26.1% | $82,448+0.5% |
| Participation rate | 78.7% | 72.8%+6.0pp | 76.5%+2.2pp | 68.1%+10.7pp |
| Annual return | 16.51% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,779 | $2,318-23.3% | $2,954-39.8% | $2,551-30.3% |
| Participant deferral / active EE | $4,126 | $4,224-2.3% | $5,098-19.1% | $4,139-0.3% |
| Admin fee / account holder | $2,875 | $9,013-68.1% | $12,098-76.2% | $7,234-60.3% |