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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 | $91,392 | $93,064-1.8% | $74,577+22.5% | $273,972-66.6% |
| Participation rate | 89.5% | 74.9%+14.5pp | 68.1%+21.4pp | 83.0%+6.5pp |
| Annual return | 6.73% | 26.18%-19.4pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,495 | $3,160-52.7% | $2,525-40.8% | $4,869-69.3% |
| Participant deferral / active EE | $1,260 | $4,160-69.7% | $3,458-63.6% | $5,287-76.2% |
| Admin fee / account holder | $2,773 | $5,273-47.4% | $4,138-33.0% | $10,133-72.6% |