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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 | $86,820 | $60,349+43.9% | $74,184+17.0% | $62,881+38.1% |
| Participation rate | 84.4% | 72.7%+11.7pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 6.34% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,172 | $1,680-30.3% | $2,370-50.6% | $2,281-48.6% |
| Participant deferral / active EE | $4,688 | $2,856+64.1% | $3,550+32.1% | $3,203+46.4% |
| Admin fee / account holder | $1,634 | $4,261-61.7% | $5,586-70.7% | $4,296-62.0% |