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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 | $117,936 | $88,707+32.9% | $74,184+59.0% | $273,972-57.0% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.6%+17.1pp | 83.0%+10.7pp |
| Annual return | 6.95% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,168 | $3,159-31.4% | $2,370-8.5% | $4,869-55.5% |
| Participant deferral / active EE | $6,164 | $4,212+46.3% | $3,550+73.6% | $5,287+16.6% |
| Admin fee / account holder | $1,355 | $8,717-84.5% | $5,586-75.7% | $10,133-86.6% |