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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 | $99,196 | $132,310-25.0% | $105,754-6.2% | $273,972-63.8% |
| Participation rate | 84.2% | 83.2%+1.0pp | 78.9%+5.3pp | 83.0%+1.2pp |
| Annual return | 8.80% | 10.08%-1.3pp | 12.25%-3.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,783 | $4,867-63.4% | $4,079-56.3% | $4,869-63.4% |
| Participant deferral / active EE | $3,797 | $6,233-39.1% | $5,326-28.7% | $5,287-28.2% |
| Admin fee / account holder | $12,792 | $12,036+6.3% | $8,309+53.9% | $10,133+26.2% |