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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 | $63,918 | $87,834-27.2% | $133,975-52.3% | $62,881+1.6% |
| Participation rate | 92.7% | 83.4%+9.3pp | 87.1%+5.6pp | 69.3%+23.4pp |
| Annual return | 8.79% | 12.05%-3.3pp | 29.29%-20.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,312 | $3,482-33.6% | $5,211-55.6% | $2,281+1.4% |
| Participant deferral / active EE | $3,173 | $4,812-34.1% | $6,282-49.5% | $3,203-0.9% |
| Admin fee / account holder | $1,693 | $5,372-68.5% | $9,324-81.8% | $4,296-60.6% |