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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 | $86,171 | $138,385-37.7% | $184,200-53.2% | $80,874+6.5% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.80%-13.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $3,564 | $4,849-26.5% | $6,424-44.5% | $2,756+29.3% |
| Participant deferral / active EE | $5,257 | $7,073-25.7% | $9,132-42.4% | $4,297+22.4% |
| Admin fee / account holder | $9,983 | $10,483-4.8% | $13,907-28.2% | $6,935+43.9% |