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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 | $129,840 | $88,707+46.4% | $74,184+75.0% | $273,972-52.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 4.45% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $681 | $3,159-78.4% | $2,370-71.3% | $4,869-86.0% |
| Participant deferral / active EE | $8,124 | $4,212+92.9% | $3,550+128.9% | $5,287+53.6% |
| Admin fee / account holder | $1,176 | $8,717-86.5% | $5,586-79.0% | $10,133-88.4% |