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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 | $88,354 | $146,267-39.6% | $197,124-55.2% | $82,448+7.2% |
| Participation rate | 89.7% | 84.0%+5.6pp | 86.7%+2.9pp | 68.1%+21.6pp |
| Annual return | 16.15% | 29.61%-13.5pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,635 | $4,723-44.2% | $6,227-57.7% | $2,551+3.3% |
| Participant deferral / active EE | $6,316 | $7,035-10.2% | $9,135-30.9% | $4,139+52.6% |
| Admin fee / account holder | $5,343 | $14,422-63.0% | $16,298-67.2% | $7,234-26.1% |