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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 | $92,611 | $72,486+27.8% | $87,103+6.3% | $72,976+26.9% |
| Participation rate | 76.8% | 72.8%+4.0pp | 76.9%-0.1pp | 69.5%+7.3pp |
| Annual return | 19.43% | 24.46%-5.0pp | 28.19%-8.8pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1,500 | $1,894-20.8% | $2,521-40.5% | $2,440-38.5% |
| Participant deferral / active EE | $3,422 | $3,270+4.6% | $4,049-15.5% | $3,608-5.2% |
| Admin fee / account holder | $1,010 | $5,055-80.0% | $7,491-86.5% | $5,124-80.3% |