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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 | $87,489 | $60,349+45.0% | $74,184+17.9% | $62,881+39.1% |
| Participation rate | 81.9% | 72.7%+9.2pp | 76.6%+5.3pp | 69.3%+12.6pp |
| Annual return | 8.96% | 21.38%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,250 | $1,680-25.6% | $2,370-47.3% | $2,281-45.2% |
| Participant deferral / active EE | $3,431 | $2,856+20.1% | $3,550-3.3% | $3,203+7.1% |
| Admin fee / account holder | $8,920 | $4,261+109.3% | $5,586+59.7% | $4,296+107.6% |