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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 | $143,969-38.6% | $199,883-55.8% | $82,637+6.9% |
| Participation rate | 89.7% | 84.1%+5.5pp | 86.8%+2.9pp | 68.1%+21.6pp |
| Annual return | 16.15% | 25.67%-9.5pp | 43.81%-27.7pp | 53.51%-37.4pp |
| Employer contribution / active EE | $2,635 | $4,632-43.1% | $6,261-57.9% | $2,552+3.3% |
| Participant deferral / active EE | $6,316 | $6,937-9.0% | $9,138-30.9% | $4,126+53.1% |
| Admin fee / account holder | $5,343 | $14,597-63.4% | $17,268-69.1% | $7,339-27.2% |