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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 | $91,910 | $90,486+1.6% | $78,676+16.8% | $273,972-66.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 2.60% | 75.62%-73.0pp | 62.19%-59.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $2,379 | $3,175-25.1% | $2,850-16.5% | $4,869-51.1% |
| Participant deferral / active EE | $4,857 | $3,901+24.5% | $3,517+38.1% | $5,287-8.1% |
| Admin fee / account holder | $1,122 | $5,263-78.7% | $4,510-75.1% | $10,133-88.9% |