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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 | $79,570 | $65,685+21.1% | $57,181+39.2% | $273,968-71.0% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 5.54% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-35.9pp |
| Employer contribution / active EE | $687 | $3,279-79.1% | $2,682-74.4% | $4,869-85.9% |
| Participant deferral / active EE | $1,165 | $3,781-69.2% | $3,096-62.4% | $5,287-78.0% |
| Admin fee / account holder | $3,919 | $4,835-18.9% | $3,139+24.8% | $10,132-61.3% |