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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 | $85,915 | $101,778-15.6% | $164,975-47.9% | $80,925+6.2% |
| Participation rate | 80.3% | 71.8%+8.4pp | 78.6%+1.7pp | 67.7%+12.6pp |
| Annual return | 13.60% | 16.73%-3.1pp | 70.12%-56.5pp | 35.65%-22.1pp |
| Employer contribution / active EE | $977 | $2,954-66.9% | $4,343-77.5% | $2,756-64.6% |
| Participant deferral / active EE | $4,677 | $4,477+4.5% | $6,033-22.5% | $4,299+8.8% |
| Admin fee / account holder | $7,992 | $8,221-2.8% | $12,688-37.0% | $6,940+15.2% |