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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 | $94,328 | $95,404-1.1% | $113,397-16.8% | $82,637+14.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 13.57% | 19.08%-5.5pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,319 | $2,307-42.8% | $2,977-55.7% | $2,552-48.3% |
| Participant deferral / active EE | $2,325 | $4,220-44.9% | $5,076-54.2% | $4,126-43.7% |
| Admin fee / account holder | $2,688 | $9,168-70.7% | $11,957-77.5% | $7,339-63.4% |