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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 | $85,702 | $142,972-40.1% | $214,702-60.1% | $86,983-1.5% |
| Participation rate | 92.3% | 84.9%+7.5pp | 87.5%+4.8pp | 69.5%+22.8pp |
| Annual return | 13.31% | 18.49%-5.2pp | 54.55%-41.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,811 | $4,635-60.9% | $6,461-72.0% | $2,584-29.9% |
| Participant deferral / active EE | $6,187 | $6,568-5.8% | $9,147-32.4% | $4,194+47.5% |
| Admin fee / account holder | $3,850 | $17,617-78.1% | $19,830-80.6% | $7,856-51.0% |