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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 | $95,704 | $88,707+7.9% | $74,184+29.0% | $273,972-65.1% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 7.08% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,283 | $3,159-59.4% | $2,370-45.9% | $4,869-73.6% |
| Participant deferral / active EE | $5,509 | $4,212+30.8% | $3,550+55.2% | $5,287+4.2% |
| Admin fee / account holder | $817 | $8,717-90.6% | $5,586-85.4% | $10,133-91.9% |