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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 | $89,565 | $69,977+28.0% | $108,582-17.5% | $62,881+42.4% |
| Participation rate | 88.9% | 72.9%+16.0pp | 79.6%+9.3pp | 69.3%+19.6pp |
| Annual return | 8.37% | 10.73%-2.4pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,826 | $2,135+32.4% | $3,758-24.8% | $2,281+23.9% |
| Participant deferral / active EE | $2,940 | $3,165-7.1% | $4,311-31.8% | $3,203-8.2% |
| Admin fee / account holder | $941 | $5,076-81.5% | $7,645-87.7% | $4,296-78.1% |