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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 | $121,881 | $84,236+44.7% | $170,435-28.5% | $70,126+73.8% |
| Participation rate | 94.5% | 70.8%+23.7pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 13.04% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $909 | $3,387-73.2% | $5,432-83.3% | $2,343-61.2% |
| Participant deferral / active EE | $6,282 | $3,086+103.6% | $4,939+27.2% | $3,332+88.5% |
| Admin fee / account holder | $4,994 | $5,698-12.4% | $13,881-64.0% | $4,645+7.5% |