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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 | $86,125 | $86,938-0.9% | $102,423-15.9% | $80,925+6.4% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.7%+10.8pp |
| Annual return | 12.68% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,043 | $2,369-56.0% | $3,023-65.5% | $2,756-62.2% |
| Participant deferral / active EE | $4,378 | $4,120+6.2% | $5,054-13.4% | $4,299+1.8% |
| Admin fee / account holder | $1,781 | $8,053-77.9% | $9,455-81.2% | $6,940-74.3% |