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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 | $88,661 | $72,607+22.1% | $90,259-1.8% | $87,485+1.3% |
| Participation rate | 73.6% | 64.8%+8.8pp | 70.7%+2.9pp | 68.9%+4.7pp |
| Annual return | 15.90% | 18.59%-2.7pp | 18.88%-3.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,885 | $1,919-1.8% | $2,291-17.7% | $2,596-27.4% |
| Participant deferral / active EE | $3,890 | $3,055+27.4% | $3,827+1.7% | $4,274-9.0% |
| Admin fee / account holder | $4,688 | $5,947-21.2% | $7,267-35.5% | $7,775-39.7% |