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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 | $101,659 | $70,486+44.2% | $100,528+1.1% | $79,852+27.3% |
| Participation rate | 94.3% | 73.6%+20.6pp | 79.4%+14.9pp | 69.6%+24.6pp |
| Annual return | 19.20% | 21.90%-2.7pp | 30.90%-11.7pp | 31.72%-12.5pp |
| Employer contribution / active EE | $608 | $2,165-71.9% | $3,419-82.2% | $2,471-75.4% |
| Participant deferral / active EE | $4,176 | $5,182-19.4% | $6,271-33.4% | $3,740+11.6% |
| Admin fee / account holder | $408 | $4,480-90.9% | $8,084-95.0% | $5,306-92.3% |