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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 | $90,555 | $60,349+50.1% | $74,184+22.1% | $62,881+44.0% |
| Participation rate | 95.0% | 72.7%+22.3pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 10.95% | 21.38%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,402 | $1,680-16.6% | $2,370-40.9% | $2,281-38.5% |
| Participant deferral / active EE | $4,297 | $2,856+50.4% | $3,550+21.0% | $3,203+34.1% |
| Admin fee / account holder | $407 | $4,261-90.4% | $5,586-92.7% | $4,296-90.5% |