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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 | $90,228 | $78,423+15.1% | $95,964-6.0% | $79,856+13.0% |
| Participation rate | 81.8% | 73.5%+8.3pp | 77.1%+4.7pp | 69.6%+12.2pp |
| Annual return | 12.01% | 19.37%-7.4pp | 91.64%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $874 | $1,945-55.1% | $2,541-65.6% | $2,471-64.6% |
| Participant deferral / active EE | $3,545 | $3,440+3.0% | $4,167-14.9% | $3,741-5.2% |
| Admin fee / account holder | $8,359 | $5,622+48.7% | $6,797+23.0% | $5,306+57.5% |