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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 | $100,131 | $73,787+35.7% | $98,716+1.4% | $82,448+21.4% |
| Participation rate | 75.8% | 61.4%+14.4pp | 69.3%+6.5pp | 68.1%+7.7pp |
| Annual return | 13.15% | 18.57%-5.4pp | 31.81%-18.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $608 | $1,511-59.8% | $2,279-73.3% | $2,551-76.2% |
| Participant deferral / active EE | $4,205 | $3,081+36.5% | $4,048+3.9% | $4,139+1.6% |
| Admin fee / account holder | $9,449 | $6,500+45.4% | $8,703+8.6% | $7,234+30.6% |