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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 | $93,933 | $101,795-7.7% | $165,100-43.1% | $80,959+16.0% |
| Participation rate | 89.8% | 71.8%+18.0pp | 78.6%+11.2pp | 67.7%+22.1pp |
| Annual return | 12.14% | 16.73%-4.6pp | 70.21%-58.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,751 | $2,954-40.7% | $4,348-59.7% | $2,757-36.5% |
| Participant deferral / active EE | $9,514 | $4,476+112.6% | $6,035+57.6% | $4,300+121.2% |
| Admin fee / account holder | $1,810 | $8,221-78.0% | $12,696-85.7% | $6,925-73.9% |