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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 | $92,770 | $106,749-13.1% | $145,433-36.2% | $82,448+12.5% |
| Participation rate | 92.7% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 16.20% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,619 | $3,444-24.0% | $4,554-42.5% | $2,551+2.7% |
| Participant deferral / active EE | $2,557 | $6,519-60.8% | $7,897-67.6% | $4,139-38.2% |
| Admin fee / account holder | $2,213 | $8,390-73.6% | $13,129-83.1% | $7,234-69.4% |