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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 | $97,847 | $99,345-1.5% | $84,753+15.5% | $273,972-64.3% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.49% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,567 | $4,214-39.1% | $3,574-28.2% | $4,869-47.3% |
| Participant deferral / active EE | $5,578 | $4,270+30.6% | $3,712+50.3% | $5,287+5.5% |
| Admin fee / account holder | $899 | $6,645-86.5% | $5,333-83.1% | $10,133-91.1% |