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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 | $92,084 | $72,607+26.8% | $90,259+2.0% | $87,485+5.3% |
| Participation rate | 87.1% | 64.8%+22.3pp | 70.7%+16.4pp | 68.9%+18.2pp |
| Annual return | 15.04% | 18.59%-3.5pp | 18.88%-3.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,081 | $1,919-43.7% | $2,291-52.8% | $2,596-58.4% |
| Participant deferral / active EE | $4,457 | $3,055+45.9% | $3,827+16.5% | $4,274+4.3% |
| Admin fee / account holder | $2,299 | $5,947-61.3% | $7,267-68.4% | $7,775-70.4% |