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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 | $88,402 | $86,938+1.7% | $102,423-13.7% | $80,925+9.2% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.7%+11.8pp |
| Annual return | 12.42% | 18.89%-6.5pp | 29.42%-17.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,930 | $2,369-18.5% | $3,023-36.2% | $2,756-30.0% |
| Participant deferral / active EE | $2,947 | $4,120-28.5% | $5,054-41.7% | $4,299-31.4% |
| Admin fee / account holder | $66,698 | $8,053+728.3% | $9,455+605.5% | $6,940+861.1% |