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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 | $100,196 | $88,707+13.0% | $74,184+35.1% | $273,972-63.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 10.00% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,335 | $3,159-57.7% | $2,370-43.7% | $4,869-72.6% |
| Participant deferral / active EE | $2,252 | $4,212-46.5% | $3,550-36.6% | $5,287-57.4% |
| Admin fee / account holder | $7,626 | $8,717-12.5% | $5,586+36.5% | $10,133-24.7% |