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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 | $91,274 | $88,042+3.7% | $138,135-33.9% | $79,852+14.3% |
| Participation rate | 76.7% | 71.4%+5.2pp | 78.7%-2.0pp | 69.6%+7.0pp |
| Annual return | 11.19% | 20.58%-9.4pp | 20.51%-9.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,875 | $3,103-39.6% | $5,587-66.4% | $2,471-24.1% |
| Participant deferral / active EE | $3,319 | $4,704-29.4% | $6,431-48.4% | $3,740-11.3% |
| Admin fee / account holder | $8,619 | $7,791+10.6% | $11,856-27.3% | $5,306+62.4% |