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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 | $93,193 | $78,520+18.7% | $96,576-3.5% | $82,448+13.0% |
| Participation rate | 81.1% | 77.7%+3.4pp | 81.4%-0.3pp | 68.1%+13.1pp |
| Annual return | 14.90% | 41.30%-26.4pp | 38.47%-23.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $236 | $2,630-91.0% | $3,553-93.4% | $2,551-90.7% |
| Participant deferral / active EE | $8,209 | $6,754+21.5% | $7,956+3.2% | $4,139+98.3% |
| Admin fee / account holder | $10,722 | $13,455-20.3% | $11,381-5.8% | $7,234+48.2% |