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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 | $69,799 | $56,484+23.6% | $169,452-58.8% | $64,173+8.8% |
| Participation rate | 92.3% | 64.5%+27.8pp | 77.8%+14.5pp | 69.6%+22.7pp |
| Annual return | 8.96% | -1.55%+10.5pp | 1.83%+7.1pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,137 | $1,832+16.6% | $4,157-48.6% | $2,381-10.2% |
| Participant deferral / active EE | $5,980 | $3,448+73.5% | $5,277+13.3% | $3,470+72.4% |
| Admin fee / account holder | $824 | $4,174-80.3% | $9,110-91.0% | $4,887-83.1% |