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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 | $85,223 | $96,052-11.3% | $118,106-27.8% | $87,485-2.6% |
| Participation rate | 87.0% | 77.0%+10.0pp | 81.9%+5.1pp | 68.9%+18.1pp |
| Annual return | 16.71% | 24.16%-7.5pp | 19.44%-2.7pp | 26.06%-9.4pp |
| Employer contribution / active EE | $5,432 | $3,939+37.9% | $4,698+15.6% | $2,596+109.2% |
| Participant deferral / active EE | $2,864 | $5,793-50.6% | $6,619-56.7% | $4,274-33.0% |
| Admin fee / account holder | $4,408 | $7,618-42.1% | $8,973-50.9% | $7,775-43.3% |