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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 | $88,733 | $80,983+9.6% | $96,544-8.1% | $75,177+18.0% |
| Participation rate | 84.2% | 71.8%+12.4pp | 76.0%+8.2pp | 67.2%+17.0pp |
| Annual return | 13.84% | 27.05%-13.2pp | 25.88%-12.0pp | 160.75%-146.9pp |
| Employer contribution / active EE | $882 | $2,282-61.4% | $2,966-70.3% | $2,671-67.0% |
| Participant deferral / active EE | $4,835 | $3,929+23.1% | $4,851-0.3% | $4,126+17.2% |
| Admin fee / account holder | $405 | $6,717-94.0% | $8,254-95.1% | $5,651-92.8% |