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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 | $88,550 | $101,798-13.0% | $165,071-46.4% | $80,935+9.4% |
| Participation rate | 84.1% | 71.8%+12.3pp | 78.6%+5.5pp | 67.7%+16.5pp |
| Annual return | 11.95% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $946 | $2,954-68.0% | $4,347-78.2% | $2,757-65.7% |
| Participant deferral / active EE | $5,438 | $4,476+21.5% | $6,035-9.9% | $4,299+26.5% |
| Admin fee / account holder | $5,296 | $8,221-35.6% | $12,695-58.3% | $6,924-23.5% |