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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 | $89,103 | $106,864-16.6% | $147,318-39.5% | $82,637+7.8% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 18.77% | 27.49%-8.7pp | 70.43%-51.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $2,555 | $3,417-25.2% | $4,593-44.4% | $2,552+0.1% |
| Participant deferral / active EE | $4,298 | $6,496-33.8% | $7,906-45.6% | $4,126+4.2% |
| Admin fee / account holder | $434 | $8,415-94.8% | $13,708-96.8% | $7,339-94.1% |