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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 | $99,831 | $97,550+2.3% | $120,344-17.0% | $87,485+14.1% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.7%+2.8pp | 68.9%+10.6pp |
| Annual return | 14.36% | 18.41%-4.1pp | 20.30%-5.9pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,398 | $2,291-39.0% | $3,020-53.7% | $2,596-46.1% |
| Participant deferral / active EE | $3,839 | $4,230-9.2% | $5,135-25.2% | $4,274-10.2% |
| Admin fee / account holder | $3,904 | $9,543-59.1% | $12,742-69.4% | $7,775-49.8% |