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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 | $89,278 | $76,551+16.6% | $123,894-27.9% | $62,881+42.0% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 8.63% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,832 | $2,882-36.4% | $4,617-60.3% | $2,281-19.7% |
| Participant deferral / active EE | $11,368 | $4,840+134.9% | $5,984+90.0% | $3,203+254.9% |
| Admin fee / account holder | $1,473 | $4,826-69.5% | $8,357-82.4% | $4,296-65.7% |