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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 | $67,894+35.6% | $89,340+3.1% | $82,448+11.7% |
| Participation rate | 87.1% | 64.0%+23.0pp | 69.6%+17.5pp | 68.1%+19.0pp |
| Annual return | 15.04% | 19.21%-4.2pp | 20.57%-5.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,081 | $1,828-40.9% | $2,231-51.6% | $2,551-57.6% |
| Participant deferral / active EE | $4,457 | $3,072+45.1% | $3,823+16.6% | $4,139+7.7% |
| Admin fee / account holder | $2,299 | $5,723-59.8% | $6,704-65.7% | $7,234-68.2% |