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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 | $136,094 | $97,550+39.5% | $120,344+13.1% | $87,485+55.6% |
| Participation rate | 71.9% | 72.8%-1.0pp | 76.7%-4.8pp | 68.9%+2.9pp |
| Annual return | 17.30% | 18.41%-1.1pp | 20.30%-3.0pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,731 | $2,291-24.5% | $3,020-42.7% | $2,596-33.3% |
| Participant deferral / active EE | $2,555 | $4,230-39.6% | $5,135-50.2% | $4,274-40.2% |
| Admin fee / account holder | $2,768 | $9,543-71.0% | $12,742-78.3% | $7,775-64.4% |