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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 | $87,872 | $72,486+21.2% | $87,103+0.9% | $72,976+20.4% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | 18.31% | 24.46%-6.1pp | 28.19%-9.9pp | 81.02%-62.7pp |
| Employer contribution / active EE | $1,493 | $1,894-21.1% | $2,521-40.8% | $2,440-38.8% |
| Participant deferral / active EE | $2,773 | $3,270-15.2% | $4,049-31.5% | $3,608-23.1% |
| Admin fee / account holder | $4,573 | $5,055-9.5% | $7,491-39.0% | $5,124-10.8% |