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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 | $87,160 | $60,349+44.4% | $74,184+17.5% | $62,881+38.6% |
| Participation rate | 75.8% | 72.7%+3.0pp | 76.6%-0.9pp | 69.3%+6.5pp |
| Annual return | 10.98% | 21.38%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $890 | $1,680-47.0% | $2,370-62.5% | $2,281-61.0% |
| Participant deferral / active EE | $3,849 | $2,856+34.8% | $3,550+8.4% | $3,203+20.2% |
| Admin fee / account holder | $4,587 | $4,261+7.7% | $5,586-17.9% | $4,296+6.8% |