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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 | $67,490 | $77,817-13.3% | $123,553-45.4% | $64,173+5.2% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | 9.44% | 12.49%-3.0pp | 119.21%-109.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $555 | $3,014-81.6% | $4,628-88.0% | $2,381-76.7% |
| Participant deferral / active EE | $5,283 | $5,240+0.8% | $6,426-17.8% | $3,470+52.3% |
| Admin fee / account holder | $1,581 | $5,519-71.4% | $9,284-83.0% | $4,887-67.7% |