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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 | $100,078 | $67,602+48.0% | $82,312+21.6% | $70,126+42.7% |
| Participation rate | 85.3% | 72.8%+12.6pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 14.27% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,328 | $1,755-24.4% | $2,428-45.3% | $2,343-43.3% |
| Participant deferral / active EE | $5,310 | $2,987+77.8% | $3,706+43.3% | $3,332+59.4% |
| Admin fee / account holder | $517 | $4,512-88.6% | $5,608-90.8% | $4,645-88.9% |