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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 | $90,879 | $114,712-20.8% | $173,730-47.7% | $87,485+3.9% |
| Participation rate | 93.2% | 73.0%+20.2pp | 79.6%+13.6pp | 68.9%+24.3pp |
| Annual return | 16.91% | 20.18%-3.3pp | 19.96%-3.0pp | 26.06%-9.2pp |
| Employer contribution / active EE | $891 | $2,904-69.3% | $4,577-80.5% | $2,596-65.7% |
| Participant deferral / active EE | $5,809 | $4,642+25.2% | $6,326-8.2% | $4,274+35.9% |
| Admin fee / account holder | $2,347 | $10,210-77.0% | $17,523-86.6% | $7,775-69.8% |