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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 | $91,235 | $96,558-5.5% | $80,977+12.7% | $273,972-66.7% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 5.33% | 15.14%-9.8pp | 17.11%-11.8pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,955 | $4,869-39.3% | $3,715-20.5% | $4,869-39.3% |
| Participant deferral / active EE | $3,822 | $6,598-42.1% | $5,696-32.9% | $5,287-27.7% |
| Admin fee / account holder | $1,173 | $7,493-84.4% | $5,517-78.7% | $10,133-88.4% |