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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 | $93,901 | $86,940+8.0% | $102,434-8.3% | $80,935+16.0% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.7%+15.3pp |
| Annual return | 12.05% | 18.89%-6.8pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $816 | $2,370-65.6% | $3,023-73.0% | $2,757-70.4% |
| Participant deferral / active EE | $1,945 | $4,121-52.8% | $5,055-61.5% | $4,299-54.8% |
| Admin fee / account holder | $4,982 | $8,047-38.1% | $9,462-47.3% | $6,924-28.1% |