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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 | $101,752-13.3% | $164,928-46.5% | $80,911+9.1% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.1pp | 67.6%+15.1pp |
| Annual return | 12.16% | 16.73%-4.6pp | 70.08%-57.9pp | 35.63%-23.5pp |
| Employer contribution / active EE | $3,589 | $2,953+21.5% | $4,343-17.4% | $2,756+30.2% |
| Participant deferral / active EE | $3,325 | $4,477-25.7% | $6,034-44.9% | $4,297-22.6% |
| Admin fee / account holder | $2,038 | $8,218-75.2% | $12,684-83.9% | $6,935-70.6% |