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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 | $91,220 | $67,602+34.9% | $82,312+10.8% | $70,126+30.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 14.71% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,472 | $1,755-16.1% | $2,428-39.4% | $2,343-37.2% |
| Participant deferral / active EE | $2,755 | $2,987-7.8% | $3,706-25.7% | $3,332-17.3% |
| Admin fee / account holder | $1,931 | $4,512-57.2% | $5,608-65.6% | $4,645-58.4% |