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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 | $152,410 | $88,707+71.8% | $74,184+105.4% | $273,972-44.4% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.6%+17.1pp | 83.0%+10.7pp |
| Annual return | 4.88% | 11.94%-7.1pp | 17.74%-12.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,519 | $3,159-51.9% | $2,370-35.9% | $4,869-68.8% |
| Participant deferral / active EE | $3,833 | $4,212-9.0% | $3,550+8.0% | $5,287-27.5% |
| Admin fee / account holder | $521 | $8,717-94.0% | $5,586-90.7% | $10,133-94.9% |