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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 | $95,718 | $76,551+25.0% | $123,894-22.7% | $62,881+52.2% |
| Participation rate | 88.7% | 73.0%+15.7pp | 81.4%+7.3pp | 69.3%+19.4pp |
| Annual return | 9.28% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,107 | $2,882-26.9% | $4,617-54.4% | $2,281-7.6% |
| Participant deferral / active EE | $6,369 | $4,840+31.6% | $5,984+6.4% | $3,203+98.9% |
| Admin fee / account holder | $1,316 | $4,826-72.7% | $8,357-84.3% | $4,296-69.4% |