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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 | $94,311 | $86,919+8.5% | $102,457-8.0% | $80,911+16.6% |
| Participation rate | 70.7% | 72.4%-1.6pp | 76.5%-5.8pp | 67.6%+3.1pp |
| Annual return | 19.72% | 18.90%+0.8pp | 29.41%-9.7pp | 35.63%-15.9pp |
| Employer contribution / active EE | $1,497 | $2,368-36.8% | $3,022-50.5% | $2,756-45.7% |
| Participant deferral / active EE | $3,883 | $4,119-5.7% | $5,054-23.2% | $4,297-9.6% |
| Admin fee / account holder | $7,972 | $8,049-1.0% | $9,451-15.7% | $6,935+15.0% |