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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 | $93,753 | $114,712-18.3% | $173,730-46.0% | $87,485+7.2% |
| Participation rate | 91.5% | 73.0%+18.5pp | 79.6%+12.0pp | 68.9%+22.6pp |
| Annual return | 18.63% | 20.18%-1.6pp | 19.96%-1.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,228 | $2,904-23.3% | $4,577-51.3% | $2,596-14.2% |
| Participant deferral / active EE | $3,648 | $4,642-21.4% | $6,326-42.3% | $4,274-14.6% |
| Admin fee / account holder | $3,402 | $10,210-66.7% | $17,523-80.6% | $7,775-56.2% |