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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 | $97,990 | $76,834+27.5% | $108,359-9.6% | $87,485+12.0% |
| Participation rate | 76.0% | 61.7%+14.3pp | 70.1%+5.9pp | 68.9%+7.1pp |
| Annual return | 17.44% | 19.09%-1.7pp | 36.89%-19.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $484 | $1,556-68.9% | $2,399-79.8% | $2,596-81.3% |
| Participant deferral / active EE | $5,331 | $3,100+72.0% | $4,137+28.9% | $4,274+24.7% |
| Admin fee / account holder | $1,229 | $6,537-81.2% | $9,741-87.4% | $7,775-84.2% |