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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 | $94,080 | $88,707+6.1% | $74,184+26.8% | $273,972-65.7% |
| Participation rate | 76.2% | 79.4%-3.3pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 13.81% | 11.94%+1.9pp | 17.74%-3.9pp | 41.46%-27.6pp |
| Employer contribution / active EE | $1,264 | $3,159-60.0% | $2,370-46.7% | $4,869-74.0% |
| Participant deferral / active EE | $3,909 | $4,212-7.2% | $3,550+10.1% | $5,287-26.1% |
| Admin fee / account holder | $1,955 | $8,717-77.6% | $5,586-65.0% | $10,133-80.7% |