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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 | $91,959 | $95,453-3.7% | $112,040-17.9% | $82,448+11.5% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 17.27% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,722 | $2,318-25.7% | $2,954-41.7% | $2,551-32.5% |
| Participant deferral / active EE | $3,099 | $4,224-26.6% | $5,098-39.2% | $4,139-25.1% |
| Admin fee / account holder | $1,386 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |