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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 | $108,135 | $108,825-0.6% | $156,181-30.8% | $82,448+31.2% |
| Participation rate | 87.6% | 72.4%+15.3pp | 78.8%+8.8pp | 68.1%+19.6pp |
| Annual return | 17.76% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $945 | $2,870-67.1% | $4,294-78.0% | $2,551-63.0% |
| Participant deferral / active EE | $6,408 | $4,577+40.0% | $6,132+4.5% | $4,139+54.8% |
| Admin fee / account holder | $3,317 | $9,341-64.5% | $14,586-77.3% | $7,234-54.2% |