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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 | $105,807 | $88,707+19.3% | $74,184+42.6% | $273,972-61.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.41% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,648 | $3,159-47.8% | $2,370-30.5% | $4,869-66.1% |
| Participant deferral / active EE | $5,105 | $4,212+21.2% | $3,550+43.8% | $5,287-3.5% |
| Admin fee / account holder | $2,354 | $8,717-73.0% | $5,586-57.9% | $10,133-76.8% |