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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 | $104,627 | $99,345+5.3% | $84,753+23.4% | $273,972-61.8% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 6.76% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,043 | $4,214-27.8% | $3,574-14.9% | $4,869-37.5% |
| Participant deferral / active EE | $6,115 | $4,270+43.2% | $3,712+64.7% | $5,287+15.7% |
| Admin fee / account holder | $3,247 | $6,645-51.1% | $5,333-39.1% | $10,133-68.0% |