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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 | $101,394 | $84,236+20.4% | $170,435-40.5% | $70,126+44.6% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 16.09% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $899 | $3,387-73.5% | $5,432-83.5% | $2,343-61.6% |
| Participant deferral / active EE | $5,270 | $3,086+70.8% | $4,939+6.7% | $3,332+58.2% |
| Admin fee / account holder | $3,867 | $5,698-32.1% | $13,881-72.1% | $4,645-16.8% |