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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 | $100,194-10.9% | $122,979-27.4% | $86,983+2.6% |
| Participation rate | 83.9% | 73.0%+10.9pp | 77.2%+6.7pp | 69.5%+14.3pp |
| Annual return | 12.11% | 16.47%-4.4pp | 20.12%-8.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $5,889 | $2,326+153.2% | $3,062+92.3% | $2,584+127.9% |
| Participant deferral / active EE | $2,727 | $4,133-34.0% | $5,003-45.5% | $4,194-35.0% |
| Admin fee / account holder | $2,501 | $10,148-75.4% | $12,864-80.6% | $7,856-68.2% |