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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 | $87,795 | $99,345-11.6% | $84,753+3.6% | $273,972-68.0% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 10.64% | 22.93%-12.3pp | 22.78%-12.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,705 | $4,214-35.8% | $3,574-24.3% | $4,869-44.4% |
| Participant deferral / active EE | $6,060 | $4,270+41.9% | $3,712+63.3% | $5,287+14.6% |
| Admin fee / account holder | $3,632 | $6,645-45.4% | $5,333-31.9% | $10,133-64.2% |