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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 | $93,265 | $153,311-39.2% | $109,313-14.7% | $273,972-66.0% |
| Participation rate | 92.3% | 80.1%+12.2pp | 71.3%+21.0pp | 83.0%+9.3pp |
| Annual return | 6.35% | 29.86%-23.5pp | 22.07%-15.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,923 | $5,619-65.8% | $3,892-50.6% | $4,869-60.5% |
| Participant deferral / active EE | $3,354 | $3,932-14.7% | $3,166+5.9% | $5,287-36.6% |
| Admin fee / account holder | $986 | $8,076-87.8% | $5,666-82.6% | $10,133-90.3% |