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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 | $75,438 | $95,904-21.3% | $173,730-56.6% | $64,340+17.2% |
| Participation rate | 90.7% | 60.6%+30.1pp | 79.6%+11.2pp | 55.2%+35.5pp |
| Annual return | 12.19% | 17.47%-5.3pp | 19.96%-7.8pp | 24.14%-12.0pp |
| Employer contribution / active EE | $1,569 | $2,323-32.5% | $4,577-65.7% | $1,862-15.7% |
| Participant deferral / active EE | $3,831 | $3,488+9.8% | $6,326-39.4% | $2,980+28.5% |
| Admin fee / account holder | $3,987 | $5,089-21.7% | $17,523-77.2% | $3,703+7.7% |