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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 | $96,291 | $82,882+16.2% | $127,803-24.7% | $72,975+32.0% |
| Participation rate | 87.5% | 71.5%+16.0pp | 79.0%+8.5pp | 69.5%+18.0pp |
| Annual return | 18.59% | 32.20%-13.6pp | 26.14%-7.5pp | 81.01%-62.4pp |
| Employer contribution / active EE | $824 | $3,346-75.4% | $4,576-82.0% | $2,440-66.2% |
| Participant deferral / active EE | $3,675 | $4,791-23.3% | $6,023-39.0% | $3,608+1.9% |
| Admin fee / account holder | $6,940 | $6,487+7.0% | $9,399-26.2% | $5,124+35.4% |