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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 | $106,690 | $87,544+21.9% | $75,784+40.8% | $125,388-14.9% |
| Participation rate | 82.6% | 80.2%+2.4pp | 75.8%+6.8pp | 83.2%-0.6pp |
| Annual return | 0.43% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,338 | $3,930-40.5% | $3,323-29.7% | $4,866-52.0% |
| Participant deferral / active EE | $5,046 | $4,229+19.3% | $3,652+38.2% | $5,352-5.7% |
| Admin fee / account holder | $1,152 | $6,502-82.3% | $5,300-78.3% | $9,541-87.9% |