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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 | $94,287 | $76,834+22.7% | $108,359-13.0% | $87,485+7.8% |
| Participation rate | 79.2% | 61.7%+17.4pp | 70.1%+9.0pp | 68.9%+10.2pp |
| Annual return | 15.08% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,199 | $1,556-22.9% | $2,399-50.0% | $2,596-53.8% |
| Participant deferral / active EE | $2,251 | $3,100-27.4% | $4,137-45.6% | $4,274-47.3% |
| Admin fee / account holder | $9,971 | $6,537+52.5% | $9,741+2.4% | $7,775+28.2% |