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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 | $86,093 | $95,453-9.8% | $112,040-23.2% | $82,448+4.4% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.5%+6.3pp | 68.1%+14.7pp |
| Annual return | 15.16% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,650 | $2,318-28.8% | $2,954-44.1% | $2,551-35.3% |
| Participant deferral / active EE | $2,974 | $4,224-29.6% | $5,098-41.7% | $4,139-28.2% |
| Admin fee / account holder | $1,785 | $9,013-80.2% | $12,098-85.2% | $7,234-75.3% |