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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 | $83,916 | $77,638+8.1% | $156,551-46.4% | $62,881+33.5% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 8.53% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $472 | $3,444-86.3% | $5,501-91.4% | $2,281-79.3% |
| Participant deferral / active EE | $5,044 | $3,046+65.6% | $4,871+3.6% | $3,203+57.5% |
| Admin fee / account holder | $1,803 | $5,561-67.6% | $13,028-86.2% | $4,296-58.0% |