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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 | $94,606 | $81,331+16.3% | $155,534-39.2% | $80,935+16.9% |
| Participation rate | 87.5% | 66.3%+21.2pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 16.15% | 33.37%-17.2pp | 64.92%-48.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,003 | $3,105-67.7% | $4,675-78.5% | $2,757-63.6% |
| Participant deferral / active EE | $4,012 | $3,454+16.2% | $5,630-28.7% | $4,299-6.7% |
| Admin fee / account holder | $2,627 | $7,999-67.2% | $15,900-83.5% | $6,924-62.1% |