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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 | $85,289 | $56,054+52.2% | $171,082-50.1% | $62,881+35.6% |
| Participation rate | 86.0% | 62.9%+23.2pp | 76.7%+9.4pp | 69.3%+16.7pp |
| Annual return | 5.51% | 22.52%-17.0pp | 32.56%-27.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,664 | $1,731+53.9% | $4,002-33.4% | $2,281+16.8% |
| Participant deferral / active EE | $5,414 | $3,158+71.4% | $4,797+12.9% | $3,203+69.0% |
| Admin fee / account holder | $1,382 | $3,647-62.1% | $8,520-83.8% | $4,296-67.8% |