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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 | $115,991 | $99,875+16.1% | $146,866-21.0% | $86,983+33.3% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 19.05% | 28.10%-9.1pp | 102.85%-83.8pp | 25.83%-6.8pp |
| Employer contribution / active EE | $419 | $3,224-87.0% | $4,425-90.5% | $2,584-83.8% |
| Participant deferral / active EE | $9,291 | $6,322+46.9% | $7,759+19.7% | $4,194+121.5% |
| Admin fee / account holder | $11,096 | $7,838+41.6% | $13,620-18.5% | $7,856+41.2% |