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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 | $129,703 | $99,345+30.6% | $84,753+53.0% | $273,972-52.7% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.83% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,626 | $4,214-37.7% | $3,574-26.5% | $4,869-46.1% |
| Participant deferral / active EE | $7,132 | $4,270+67.0% | $3,712+92.1% | $5,287+34.9% |
| Admin fee / account holder | $769 | $6,645-88.4% | $5,333-85.6% | $10,133-92.4% |