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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 | $101,195 | $63,845+58.5% | $81,370+24.4% | $80,959+25.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.5%+5.5pp | 67.7%+7.3pp |
| Annual return | 11.38% | 16.37%-5.0pp | 24.85%-13.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,190 | $1,980-39.9% | $2,464-51.7% | $2,757-56.8% |
| Participant deferral / active EE | $3,834 | $3,093+24.0% | $3,885-1.3% | $4,300-10.9% |
| Admin fee / account holder | $778 | $5,688-86.3% | $5,749-86.5% | $6,925-88.8% |