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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 | $92,322 | $72,492+27.4% | $87,104+6.0% | $72,975+26.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 21.27% | 24.46%-3.2pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,834 | $1,894-3.2% | $2,521-27.3% | $2,440-24.9% |
| Participant deferral / active EE | $2,867 | $3,270-12.3% | $4,048-29.2% | $3,608-20.5% |
| Admin fee / account holder | $3,217 | $5,055-36.3% | $7,491-57.0% | $5,124-37.2% |