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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 | $86,968 | $86,9380% | $102,423-15.1% | $80,925+7.5% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.7%+24.9pp |
| Annual return | 11.67% | 18.89%-7.2pp | 29.42%-17.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,449 | $2,369+3.4% | $3,023-19.0% | $2,756-11.1% |
| Participant deferral / active EE | $6,135 | $4,120+48.9% | $5,054+21.4% | $4,299+42.7% |
| Admin fee / account holder | $9,411 | $8,053+16.9% | $9,455-0.5% | $6,940+35.6% |