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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 | $91,415 | $81,403+12.3% | $147,027-37.8% | $87,485+4.5% |
| Participation rate | 70.1% | 63.4%+6.7pp | 73.7%-3.6pp | 68.9%+1.2pp |
| Annual return | 16.38% | 16.51%-0.1pp | 20.23%-3.9pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,479 | $2,205-33.0% | $3,626-59.2% | $2,596-43.0% |
| Participant deferral / active EE | $3,250 | $3,315-2.0% | $4,933-34.1% | $4,274-23.9% |
| Admin fee / account holder | $3,126 | $6,755-53.7% | $12,223-74.4% | $7,775-59.8% |