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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 | $95,637 | $81,457+17.4% | $103,378-7.5% | $80,911+18.2% |
| Participation rate | 73.2% | 66.8%+6.3pp | 74.5%-1.3pp | 67.6%+5.5pp |
| Annual return | 12.97% | 25.58%-12.6pp | 24.91%-11.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,565 | $3,107-49.6% | $3,870-59.6% | $2,756-43.2% |
| Participant deferral / active EE | $3,277 | $3,871-15.3% | $5,058-35.2% | $4,297-23.7% |
| Admin fee / account holder | $2,439 | $6,717-63.7% | $8,401-71.0% | $6,935-64.8% |