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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 | $87,981 | $95,404-7.8% | $113,397-22.4% | $82,637+6.5% |
| Participation rate | 78.2% | 72.8%+5.3pp | 76.5%+1.7pp | 68.1%+10.1pp |
| Annual return | 15.69% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,133 | $2,307-50.9% | $2,977-61.9% | $2,552-55.6% |
| Participant deferral / active EE | $4,486 | $4,220+6.3% | $5,076-11.6% | $4,126+8.7% |
| Admin fee / account holder | $3,038 | $9,168-66.9% | $11,957-74.6% | $7,339-58.6% |