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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 | $107,245 | $76,551+40.1% | $123,894-13.4% | $62,881+70.6% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 8.32% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $594 | $2,882-79.4% | $4,617-87.1% | $2,281-74.0% |
| Participant deferral / active EE | $4,876 | $4,840+0.7% | $5,984-18.5% | $3,203+52.2% |
| Admin fee / account holder | $1,850 | $4,826-61.7% | $8,357-77.9% | $4,296-56.9% |