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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 | $98,986 | $83,898+18.0% | $133,346-25.8% | $94,015+5.3% |
| Participation rate | 92.9% | 63.4%+29.5pp | 72.8%+20.0pp | 70.8%+22.0pp |
| Annual return | 16.95% | 16.00%+1.0pp | 36.85%-19.9pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,744 | $1,821-4.2% | $2,853-38.9% | $2,790-37.5% |
| Participant deferral / active EE | $3,258 | $3,245+0.4% | $4,332-24.8% | $4,249-23.3% |
| Admin fee / account holder | $3,323 | $7,809-57.4% | $14,264-76.7% | $8,951-62.9% |