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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 | $90,615 | $106,749-15.1% | $145,433-37.7% | $82,448+9.9% |
| Participation rate | 92.2% | 75.6%+16.6pp | 82.1%+10.1pp | 68.1%+24.2pp |
| Annual return | 17.62% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,513 | $3,444-56.1% | $4,554-66.8% | $2,551-40.7% |
| Participant deferral / active EE | $3,309 | $6,519-49.2% | $7,897-58.1% | $4,139-20.1% |
| Admin fee / account holder | $4,560 | $8,390-45.7% | $13,129-65.3% | $7,234-37.0% |