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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 | $112,916 | $88,707+27.3% | $74,184+52.2% | $273,972-58.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.73% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $828 | $3,159-73.8% | $2,370-65.1% | $4,869-83.0% |
| Participant deferral / active EE | $5,524 | $4,212+31.2% | $3,550+55.6% | $5,287+4.5% |
| Admin fee / account holder | $9,848 | $8,717+13.0% | $5,586+76.3% | $10,133-2.8% |