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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 | $87,752 | $60,349+45.4% | $74,184+18.3% | $62,881+39.6% |
| Participation rate | 79.6% | 72.7%+6.9pp | 76.6%+3.0pp | 69.3%+10.3pp |
| Annual return | 5.62% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $911 | $1,680-45.8% | $2,370-61.6% | $2,281-60.1% |
| Participant deferral / active EE | $3,081 | $2,856+7.9% | $3,550-13.2% | $3,203-3.8% |
| Admin fee / account holder | $6,791 | $4,261+59.4% | $5,586+21.6% | $4,296+58.1% |