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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 | $103,866 | $84,236+23.3% | $170,435-39.1% | $70,126+48.1% |
| Participation rate | 89.7% | 70.8%+18.8pp | 83.6%+6.1pp | 69.5%+20.1pp |
| Annual return | 14.21% | 23.06%-8.9pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $2,258 | $3,387-33.3% | $5,432-58.4% | $2,343-3.6% |
| Participant deferral / active EE | $6,514 | $3,086+111.1% | $4,939+31.9% | $3,332+95.5% |
| Admin fee / account holder | $891 | $5,698-84.4% | $13,881-93.6% | $4,645-80.8% |