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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 | $97,815 | $99,345-1.5% | $84,753+15.4% | $273,972-64.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.74% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,105 | $4,214-73.8% | $3,574-69.1% | $4,869-77.3% |
| Participant deferral / active EE | $5,524 | $4,270+29.4% | $3,712+48.8% | $5,287+4.5% |
| Admin fee / account holder | $829 | $6,645-87.5% | $5,333-84.4% | $10,133-91.8% |