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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 | $143,969-40.5% | $199,883-57.1% | $82,637+3.7% |
| Participation rate | 92.3% | 84.1%+8.2pp | 86.8%+5.5pp | 68.1%+24.3pp |
| Annual return | 13.31% | 25.67%-12.4pp | 43.81%-30.5pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,811 | $4,632-60.9% | $6,261-71.1% | $2,552-29.0% |
| Participant deferral / active EE | $6,187 | $6,937-10.8% | $9,138-32.3% | $4,126+50.0% |
| Admin fee / account holder | $3,850 | $14,597-73.6% | $17,268-77.7% | $7,339-47.5% |