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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 | $78,175 | $56,287+38.9% | $80,977-3.5% | $62,881+24.3% |
| Participation rate | 85.2% | 68.9%+16.2pp | 75.8%+9.4pp | 69.3%+15.9pp |
| Annual return | 15.13% | 22.13%-7.0pp | 17.11%-2.0pp | 20.14%-5.0pp |
| Employer contribution / active EE | $692 | $1,943-64.4% | $3,715-81.4% | $2,281-69.6% |
| Participant deferral / active EE | $5,908 | $4,196+40.8% | $5,696+3.7% | $3,203+84.5% |
| Admin fee / account holder | $7,872 | $3,742+110.4% | $5,517+42.7% | $4,296+83.3% |