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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 | $92,843 | $76,551+21.3% | $123,894-25.1% | $62,881+47.6% |
| Participation rate | 93.2% | 73.0%+20.2pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 10.17% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $4,615 | $2,882+60.1% | $4,6170% | $2,281+102.3% |
| Participant deferral / active EE | $5,755 | $4,840+18.9% | $5,984-3.8% | $3,203+79.7% |
| Admin fee / account holder | $1,286 | $4,826-73.3% | $8,357-84.6% | $4,296-70.1% |