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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 | $79,522 | $95,453-16.7% | $112,040-29.0% | $82,448-3.5% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.5%+6.6pp | 68.1%+15.0pp |
| Annual return | 13.70% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,659 | $2,318-28.4% | $2,954-43.8% | $2,551-35.0% |
| Participant deferral / active EE | $3,169 | $4,224-25.0% | $5,098-37.8% | $4,139-23.4% |
| Admin fee / account holder | $12,191 | $9,013+35.3% | $12,098+0.8% | $7,234+68.5% |