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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 | $92,557 | $81,476+13.6% | $102,383-9.6% | $80,925+14.4% |
| Participation rate | 78.0% | 66.8%+11.2pp | 74.5%+3.5pp | 67.7%+10.4pp |
| Annual return | 16.88% | 25.59%-8.7pp | 24.94%-8.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $2,384 | $3,105-23.2% | $3,870-38.4% | $2,756-13.5% |
| Participant deferral / active EE | $5,013 | $3,871+29.5% | $5,060-0.9% | $4,299+16.6% |
| Admin fee / account holder | $2,769 | $6,717-58.8% | $8,391-67.0% | $6,940-60.1% |