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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 | $93,842 | $47,848+96.1% | $81,473+15.2% | $70,126+33.8% |
| Participation rate | 82.0% | 58.3%+23.7pp | 68.0%+14.0pp | 69.5%+12.5pp |
| Annual return | 18.04% | 27.25%-9.2pp | 38.78%-20.7pp | 73.15%-55.1pp |
| Employer contribution / active EE | $921 | $1,527-39.7% | $2,568-64.1% | $2,343-60.7% |
| Participant deferral / active EE | $5,865 | $2,453+139.1% | $3,537+65.8% | $3,332+76.0% |
| Admin fee / account holder | $1,423 | $3,145-54.7% | $4,561-68.8% | $4,645-69.4% |