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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 | $90,879 | $115,931-21.6% | $185,441-51.0% | $86,983+4.5% |
| Participation rate | 93.2% | 73.6%+19.6pp | 80.3%+13.0pp | 69.5%+23.7pp |
| Annual return | 16.91% | 21.47%-4.6pp | 20.16%-3.3pp | 25.83%-8.9pp |
| Employer contribution / active EE | $891 | $2,937-69.6% | $4,672-80.9% | $2,584-65.5% |
| Participant deferral / active EE | $5,809 | $4,551+27.7% | $6,152-5.6% | $4,194+38.5% |
| Admin fee / account holder | $2,347 | $10,687-78.0% | $17,890-86.9% | $7,856-70.1% |