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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 | $85,942 | $75,541+13.8% | $152,093-43.5% | $82,637+4.0% |
| Participation rate | 86.7% | 66.5%+20.1pp | 77.8%+8.9pp | 68.1%+18.6pp |
| Annual return | 20.63% | 32.56%-11.9pp | 66.36%-45.7pp | 53.51%-32.9pp |
| Employer contribution / active EE | $608 | $2,622-76.8% | $4,175-85.4% | $2,552-76.2% |
| Participant deferral / active EE | $5,140 | $3,206+60.3% | $5,451-5.7% | $4,126+24.6% |
| Admin fee / account holder | $306 | $6,405-95.2% | $14,497-97.9% | $7,339-95.8% |