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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 | $89,100 | $60,349+47.6% | $74,184+20.1% | $62,881+41.7% |
| Participation rate | 88.0% | 72.7%+15.3pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | 5.37% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $851 | $1,680-49.3% | $2,370-64.1% | $2,281-62.7% |
| Participant deferral / active EE | $3,372 | $2,856+18.1% | $3,550-5.0% | $3,203+5.3% |
| Admin fee / account holder | $4,960 | $4,261+16.4% | $5,586-11.2% | $4,296+15.5% |