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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 | $108,135 | $110,137-1.8% | $161,149-32.9% | $82,637+30.9% |
| Participation rate | 87.6% | 72.4%+15.3pp | 78.8%+8.8pp | 68.1%+19.6pp |
| Annual return | 17.76% | 20.69%-2.9pp | 21.16%-3.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $945 | $2,856-66.9% | $4,360-78.3% | $2,552-63.0% |
| Participant deferral / active EE | $6,408 | $4,575+40.1% | $6,153+4.1% | $4,126+55.3% |
| Admin fee / account holder | $3,317 | $9,467-65.0% | $15,194-78.2% | $7,339-54.8% |