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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 | $99,909 | $95,453+4.7% | $112,040-10.8% | $82,448+21.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 13.27% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $682 | $2,318-70.6% | $2,954-76.9% | $2,551-73.3% |
| Participant deferral / active EE | $5,327 | $4,224+26.1% | $5,098+4.5% | $4,139+28.7% |
| Admin fee / account holder | $923 | $9,013-89.8% | $12,098-92.4% | $7,234-87.2% |