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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 | $88,240 | $101,778-13.3% | $164,975-46.5% | $80,925+9.0% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.1pp | 67.7%+15.1pp |
| Annual return | 12.16% | 16.73%-4.6pp | 70.12%-58.0pp | 35.65%-23.5pp |
| Employer contribution / active EE | $3,589 | $2,954+21.5% | $4,343-17.4% | $2,756+30.2% |
| Participant deferral / active EE | $3,325 | $4,477-25.7% | $6,033-44.9% | $4,299-22.6% |
| Admin fee / account holder | $2,038 | $8,221-75.2% | $12,688-83.9% | $6,940-70.6% |