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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 | $65,712+21.1% | $57,196+39.1% | $273,972-71.0% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 5.54% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $687 | $3,280-79.1% | $2,683-74.4% | $4,869-85.9% |
| Participant deferral / active EE | $1,165 | $3,782-69.2% | $3,096-62.4% | $5,287-78.0% |
| Admin fee / account holder | $3,919 | $4,838-19.0% | $3,141+24.8% | $10,133-61.3% |