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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 | $86,940+8.5% | $102,434-7.9% | $80,935+16.5% |
| Participation rate | 70.7% | 72.4%-1.7pp | 76.5%-5.8pp | 67.7%+3.1pp |
| Annual return | 19.72% | 18.89%+0.8pp | 29.46%-9.7pp | 35.66%-15.9pp |
| Employer contribution / active EE | $1,497 | $2,370-36.8% | $3,023-50.5% | $2,757-45.7% |
| Participant deferral / active EE | $3,883 | $4,121-5.8% | $5,055-23.2% | $4,299-9.7% |
| Admin fee / account holder | $7,972 | $8,047-0.9% | $9,462-15.7% | $6,924+15.1% |