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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 | $79,286 | $149,446-46.9% | $256,809-69.1% | $94,015-15.7% |
| Participation rate | 96.1% | 85.3%+10.8pp | 88.5%+7.5pp | 70.8%+25.3pp |
| Annual return | 12.93% | 17.55%-4.6pp | 32.73%-19.8pp | 17.84%-4.9pp |
| Employer contribution / active EE | $3,563 | $4,596-22.5% | $7,263-50.9% | $2,790+27.7% |
| Participant deferral / active EE | $4,154 | $6,491-36.0% | $9,520-56.4% | $4,249-2.2% |
| Admin fee / account holder | $901 | $24,035-96.3% | $25,146-96.4% | $8,951-89.9% |