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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 | $190,572 | $86,701+119.8% | $73,309+160.0% | $125,389+52.0% |
| Participation rate | 95.5% | 78.6%+16.8pp | 74.9%+20.5pp | 83.2%+12.3pp |
| Annual return | 0.96% | 2.78%-1.8pp | 5.67%-4.7pp | 282.24%-281.3pp |
| Employer contribution / active EE | $983 | $4,152-76.3% | $3,237-69.6% | $4,866-79.8% |
| Participant deferral / active EE | $6,942 | $5,549+25.1% | $4,991+39.1% | $5,352+29.7% |
| Admin fee / account holder | $7,504 | $7,768-3.4% | $5,635+33.2% | $9,541-21.3% |