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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 | $87,755 | $73,787+18.9% | $98,716-11.1% | $82,448+6.4% |
| Participation rate | 78.8% | 61.4%+17.4pp | 69.3%+9.5pp | 68.1%+10.7pp |
| Annual return | 15.83% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,164 | $1,511+43.2% | $2,279-5.0% | $2,551-15.2% |
| Participant deferral / active EE | $4,123 | $3,081+33.8% | $4,048+1.9% | $4,139-0.4% |
| Admin fee / account holder | $791 | $6,500-87.8% | $8,703-90.9% | $7,234-89.1% |