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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 | $91,403 | $138,393-34.0% | $184,256-50.4% | $80,959+12.9% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.3pp | 67.7%+27.5pp |
| Annual return | 11.42% | 20.01%-8.6pp | 28.85%-17.4pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,772 | $4,847-42.8% | $6,427-56.9% | $2,757+0.5% |
| Participant deferral / active EE | $5,136 | $7,076-27.4% | $9,133-43.8% | $4,300+19.4% |
| Admin fee / account holder | $961 | $10,489-90.8% | $13,899-93.1% | $6,925-86.1% |