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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 | $138,366-33.9% | $184,185-50.4% | $80,911+13.0% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.3pp | 67.6%+27.5pp |
| Annual return | 11.42% | 20.02%-8.6pp | 28.81%-17.4pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,772 | $4,849-42.8% | $6,426-56.9% | $2,756+0.6% |
| Participant deferral / active EE | $5,136 | $7,074-27.4% | $9,132-43.8% | $4,297+19.5% |
| Admin fee / account holder | $961 | $10,484-90.8% | $13,909-93.1% | $6,935-86.1% |