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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 | $95,685 | $90,486+5.7% | $78,676+21.6% | $273,972-65.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 6.33% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,867 | $3,175-41.2% | $2,850-34.5% | $4,869-61.7% |
| Participant deferral / active EE | $3,699 | $3,901-5.2% | $3,517+5.2% | $5,287-30.0% |
| Admin fee / account holder | $471 | $5,263-91.1% | $4,510-89.6% | $10,133-95.4% |