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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 | $128,730 | $95,762+34.4% | $379,746-66.1% | $79,856+61.2% |
| Participation rate | 71.9% | 74.0%-2.1pp | 78.4%-6.5pp | 69.6%+2.2pp |
| Annual return | 12.97% | 18.26%-5.3pp | 34.90%-21.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $729 | $2,695-73.0% | $3,540-79.4% | $2,471-70.5% |
| Participant deferral / active EE | $10,632 | $4,705+126.0% | $6,024+76.5% | $3,741+184.2% |
| Admin fee / account holder | $2,418 | $6,745-64.1% | $7,927-69.5% | $5,306-54.4% |