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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 | $91,405 | $67,602+35.2% | $82,312+11.0% | $70,126+30.3% |
| Participation rate | 71.2% | 72.8%-1.6pp | 76.9%-5.7pp | 69.5%+1.6pp |
| Annual return | 23.82% | 21.57%+2.3pp | 25.88%-2.1pp | 73.15%-49.3pp |
| Employer contribution / active EE | $490 | $1,755-72.1% | $2,428-79.8% | $2,343-79.1% |
| Participant deferral / active EE | $2,858 | $2,987-4.3% | $3,706-22.9% | $3,332-14.2% |
| Admin fee / account holder | $1,889 | $4,512-58.1% | $5,608-66.3% | $4,645-59.3% |