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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 | $95,264 | $67,602+40.9% | $82,312+15.7% | $70,126+35.8% |
| Participation rate | 83.9% | 72.8%+11.2pp | 76.9%+7.0pp | 69.5%+14.4pp |
| Annual return | 14.98% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $988 | $1,755-43.7% | $2,428-59.3% | $2,343-57.8% |
| Participant deferral / active EE | $5,282 | $2,987+76.8% | $3,706+42.5% | $3,332+58.5% |
| Admin fee / account holder | $1,043 | $4,512-76.9% | $5,608-81.4% | $4,645-77.6% |