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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 | $96,676 | $97,550-0.9% | $120,344-19.7% | $87,485+10.5% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.7%+5.1pp | 68.9%+12.9pp |
| Annual return | 19.44% | 18.41%+1.0pp | 20.30%-0.9pp | 26.06%-6.6pp |
| Employer contribution / active EE | $836 | $2,291-63.5% | $3,020-72.3% | $2,596-67.8% |
| Participant deferral / active EE | $9,139 | $4,230+116.1% | $5,135+78.0% | $4,274+113.9% |
| Admin fee / account holder | $4,230 | $9,543-55.7% | $12,742-66.8% | $7,775-45.6% |