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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 | $97,550+2.4% | $120,344-17.0% | $87,485+14.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.7%-1.7pp | 68.9%+6.1pp |
| Annual return | 13.27% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.8pp |
| Employer contribution / active EE | $682 | $2,291-70.2% | $3,020-77.4% | $2,596-73.7% |
| Participant deferral / active EE | $5,327 | $4,230+25.9% | $5,135+3.7% | $4,274+24.6% |
| Admin fee / account holder | $923 | $9,543-90.3% | $12,742-92.8% | $7,775-88.1% |