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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 | $91,531 | $67,776+35.0% | $90,312+1.3% | $65,306+40.2% |
| Participation rate | 81.0% | 58.1%+22.8pp | 72.9%+8.1pp | 57.7%+23.3pp |
| Annual return | 16.02% | 16.62%-0.6pp | 18.90%-2.9pp | 21.94%-5.9pp |
| Employer contribution / active EE | $1,846 | $2,195-15.9% | $2,243-17.7% | $1,967-6.2% |
| Participant deferral / active EE | $5,414 | $2,641+105.0% | $3,749+44.4% | $2,959+83.0% |
| Admin fee / account holder | $13,938 | $3,322+319.6% | $8,248+69.0% | $3,480+300.5% |