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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 | $102,788 | $87,834+17.0% | $133,975-23.3% | $62,881+63.5% |
| Participation rate | 88.2% | 83.4%+4.9pp | 87.1%+1.2pp | 69.3%+18.9pp |
| Annual return | 6.89% | 12.05%-5.2pp | 29.29%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,779 | $3,482-48.9% | $5,211-65.9% | $2,281-22.0% |
| Participant deferral / active EE | $5,508 | $4,812+14.5% | $6,282-12.3% | $3,203+72.0% |
| Admin fee / account holder | $3,553 | $5,372-33.9% | $9,324-61.9% | $4,296-17.3% |