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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 | $93,646 | $63,845+46.7% | $81,370+15.1% | $80,959+15.7% |
| Participation rate | 86.4% | 63.9%+22.5pp | 69.5%+16.8pp | 67.7%+18.7pp |
| Annual return | 14.64% | 16.37%-1.7pp | 24.85%-10.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,069 | $1,980-46.0% | $2,464-56.6% | $2,757-61.2% |
| Participant deferral / active EE | $4,604 | $3,093+48.9% | $3,885+18.5% | $4,300+7.1% |
| Admin fee / account holder | $2,276 | $5,688-60.0% | $5,749-60.4% | $6,925-67.1% |