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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 | $87,010 | $77,814+11.8% | $158,223-45.0% | $86,9830% |
| Participation rate | 71.9% | 68.4%+3.5pp | 79.2%-7.3pp | 69.5%+2.3pp |
| Annual return | 14.49% | 30.54%-16.0pp | 52.09%-37.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,365 | $2,592-8.8% | $4,109-42.4% | $2,584-8.5% |
| Participant deferral / active EE | $3,592 | $3,270+9.9% | $5,467-34.3% | $4,194-14.3% |
| Admin fee / account holder | $1,789 | $5,879-69.6% | $16,047-88.8% | $7,856-77.2% |