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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% | $184,243-53.2% | $80,925+6.5% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.2pp | 67.7%+30.3pp |
| Annual return | 15.45% | 20.02%-4.6pp | 28.82%-13.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $3,564 | $4,851-26.5% | $6,427-44.6% | $2,756+29.3% |
| Participant deferral / active EE | $5,257 | $7,075-25.7% | $9,132-42.4% | $4,299+22.3% |
| Admin fee / account holder | $9,983 | $10,489-4.8% | $13,914-28.3% | $6,940+43.8% |