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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 | $89,089 | $70,002+27.3% | $115,038-22.6% | $52,331+70.2% |
| Participation rate | 83.1% | 72.1%+11.0pp | 81.4%+1.7pp | 68.1%+15.0pp |
| Annual return | 7.92% | 4.04%+3.9pp | 26.14%-18.2pp | 4.54%+3.4pp |
| Employer contribution / active EE | $1,814 | $2,715-33.2% | $4,608-60.6% | $1,882-3.6% |
| Participant deferral / active EE | $4,938 | $4,920+0.4% | $6,026-18.1% | $3,022+63.4% |
| Admin fee / account holder | $2,957 | $566+422.4% | $8,175-63.8% | $592+399.9% |