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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 | $83,069 | $95,453-13.0% | $112,040-25.9% | $82,448+0.8% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 19.31% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,034 | $2,318-12.3% | $2,954-31.2% | $2,551-20.3% |
| Participant deferral / active EE | $4,751 | $4,224+12.5% | $5,098-6.8% | $4,139+14.8% |
| Admin fee / account holder | $1,064 | $9,013-88.2% | $12,098-91.2% | $7,234-85.3% |