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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 | $92,327 | $108,825-15.2% | $156,181-40.9% | $82,448+12.0% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 20.63% | 20.59%0pp | 64.87%-44.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,659 | $2,870-7.4% | $4,294-38.1% | $2,551+4.2% |
| Participant deferral / active EE | $6,019 | $4,577+31.5% | $6,132-1.8% | $4,139+45.4% |
| Admin fee / account holder | $1,411 | $9,341-84.9% | $14,586-90.3% | $7,234-80.5% |