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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 | $89,262 | $97,550-8.5% | $120,344-25.8% | $87,485+2.0% |
| Participation rate | 83.9% | 72.8%+11.0pp | 76.7%+7.2pp | 68.9%+14.9pp |
| Annual return | 12.11% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-13.9pp |
| Employer contribution / active EE | $5,889 | $2,291+157.1% | $3,020+95.0% | $2,596+126.8% |
| Participant deferral / active EE | $2,727 | $4,230-35.5% | $5,135-46.9% | $4,274-36.2% |
| Admin fee / account holder | $2,501 | $9,543-73.8% | $12,742-80.4% | $7,775-67.8% |