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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 | $86,692 | $76,551+13.2% | $123,894-30.0% | $62,881+37.9% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 6.19% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,780 | $2,882-38.2% | $4,617-61.4% | $2,281-22.0% |
| Participant deferral / active EE | $2,163 | $4,840-55.3% | $5,984-63.8% | $3,203-32.5% |
| Admin fee / account holder | $418 | $4,826-91.3% | $8,357-95.0% | $4,296-90.3% |