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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 | $88,213 | $99,345-11.2% | $84,753+4.1% | $273,972-67.8% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 6.43% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,495 | $4,214-40.8% | $3,574-30.2% | $4,869-48.8% |
| Participant deferral / active EE | $5,426 | $4,270+27.1% | $3,712+46.2% | $5,287+2.6% |
| Admin fee / account holder | $1,383 | $6,645-79.2% | $5,333-74.1% | $10,133-86.4% |