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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 | $99,090 | $76,551+29.4% | $123,894-20.0% | $62,881+57.6% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.4pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,509 | $2,882-47.6% | $4,617-67.3% | $2,281-33.8% |
| Participant deferral / active EE | $12,117 | $4,840+150.4% | $5,984+102.5% | $3,203+278.3% |
| Admin fee / account holder | $3,128 | $4,826-35.2% | $8,357-62.6% | $4,296-27.2% |