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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 | $79,894+14.4% | $135,792-32.7% | $82,637+10.6% |
| Participation rate | 70.1% | 63.0%+7.1pp | 72.6%-2.5pp | 68.1%+2.1pp |
| Annual return | 16.38% | 17.20%-0.8pp | 25.96%-9.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,479 | $2,165-31.7% | $3,496-57.7% | $2,552-42.1% |
| Participant deferral / active EE | $3,250 | $3,194+1.8% | $4,759-31.7% | $4,126-21.2% |
| Admin fee / account holder | $3,126 | $6,434-51.4% | $12,266-74.5% | $7,339-57.4% |