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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 | $91,964 | $115,931-20.7% | $185,441-50.4% | $86,983+5.7% |
| Participation rate | 74.6% | 73.6%+1.0pp | 80.3%-5.7pp | 69.5%+5.0pp |
| Annual return | 15.90% | 21.47%-5.6pp | 20.16%-4.3pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,074 | $2,937-63.4% | $4,672-77.0% | $2,584-58.4% |
| Participant deferral / active EE | $6,101 | $4,551+34.1% | $6,152-0.8% | $4,194+45.5% |
| Admin fee / account holder | $10,143 | $10,687-5.1% | $17,890-43.3% | $7,856+29.1% |