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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 | $100,194-8.2% | $122,979-25.2% | $86,983+5.7% |
| Participation rate | 85.2% | 73.0%+12.2pp | 77.2%+8.0pp | 69.5%+15.6pp |
| Annual return | 17.27% | 16.47%+0.8pp | 20.12%-2.8pp | 25.83%-8.6pp |
| Employer contribution / active EE | $1,722 | $2,326-25.9% | $3,062-43.8% | $2,584-33.4% |
| Participant deferral / active EE | $3,099 | $4,133-25.0% | $5,003-38.1% | $4,194-26.1% |
| Admin fee / account holder | $1,386 | $10,148-86.3% | $12,864-89.2% | $7,856-82.4% |