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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 | $91,068 | $70,486+29.2% | $100,528-9.4% | $79,852+14.0% |
| Participation rate | 82.6% | 73.6%+9.0pp | 79.4%+3.2pp | 69.6%+13.0pp |
| Annual return | 21.82% | 21.90%-0.1pp | 30.90%-9.1pp | 31.72%-9.9pp |
| Employer contribution / active EE | $751 | $2,165-65.3% | $3,419-78.0% | $2,471-69.6% |
| Participant deferral / active EE | $5,607 | $5,182+8.2% | $6,271-10.6% | $3,740+49.9% |
| Admin fee / account holder | $3,255 | $4,480-27.3% | $8,084-59.7% | $5,306-38.7% |