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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 | $89,285 | $81,358+9.7% | $155,556-42.6% | $80,959+10.3% |
| Participation rate | 79.7% | 66.3%+13.5pp | 78.2%+1.5pp | 67.7%+12.1pp |
| Annual return | 11.28% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,700 | $3,106-13.1% | $4,675-42.3% | $2,757-2.1% |
| Participant deferral / active EE | $4,758 | $3,455+37.7% | $5,631-15.5% | $4,300+10.6% |
| Admin fee / account holder | $5,255 | $7,994-34.3% | $15,885-66.9% | $6,925-24.1% |