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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 | $90,511 | $81,476+11.1% | $102,383-11.6% | $80,925+11.8% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.7%+10.9pp |
| Annual return | 12.86% | 25.59%-12.7pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,809 | $3,105-41.7% | $3,870-53.3% | $2,756-34.4% |
| Participant deferral / active EE | $4,505 | $3,871+16.4% | $5,060-11.0% | $4,299+4.8% |
| Admin fee / account holder | $8,841 | $6,717+31.6% | $8,391+5.4% | $6,940+27.4% |