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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 | $73,787+27.8% | $98,716-4.5% | $82,448+14.4% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.3%+9.9pp | 68.1%+11.1pp |
| Annual return | 15.08% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,199 | $1,511-20.6% | $2,279-47.4% | $2,551-53.0% |
| Participant deferral / active EE | $2,251 | $3,081-26.9% | $4,048-44.4% | $4,139-45.6% |
| Admin fee / account holder | $9,971 | $6,500+53.4% | $8,703+14.6% | $7,234+37.8% |