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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 | $87,383 | $138,366-36.8% | $184,185-52.6% | $80,911+8.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 14.09% | 20.02%-5.9pp | 28.81%-14.7pp | 35.63%-21.5pp |
| Employer contribution / active EE | $3,902 | $4,849-19.5% | $6,426-39.3% | $2,756+41.6% |
| Participant deferral / active EE | $9,031 | $7,074+27.7% | $9,132-1.1% | $4,297+110.2% |
| Admin fee / account holder | $12,916 | $10,484+23.2% | $13,909-7.1% | $6,935+86.2% |