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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 | $92,508 | $67,602+36.8% | $82,312+12.4% | $70,126+31.9% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 14.47% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $846 | $1,755-51.8% | $2,428-65.1% | $2,343-63.9% |
| Participant deferral / active EE | $2,706 | $2,987-9.4% | $3,706-27.0% | $3,332-18.8% |
| Admin fee / account holder | $467 | $4,512-89.6% | $5,608-91.7% | $4,645-89.9% |