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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 | $66,912 | $76,552-12.6% | $123,893-46.0% | $62,891+6.4% |
| Participation rate | 89.2% | 73.0%+16.2pp | 81.4%+7.8pp | 69.3%+19.9pp |
| Annual return | 8.47% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $666 | $2,883-76.9% | $4,617-85.6% | $2,281-70.8% |
| Participant deferral / active EE | $6,707 | $4,840+38.6% | $5,984+12.1% | $3,203+109.4% |
| Admin fee / account holder | $930 | $4,826-80.7% | $8,357-88.9% | $4,296-78.4% |