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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 | $94,399 | $70,475+33.9% | $100,530-6.1% | $79,858+18.2% |
| Participation rate | 91.9% | 73.7%+18.2pp | 79.4%+12.5pp | 69.6%+22.3pp |
| Annual return | 14.39% | 21.90%-7.5pp | 30.89%-16.5pp | 31.72%-17.3pp |
| Employer contribution / active EE | $602 | $2,165-72.2% | $3,418-82.4% | $2,471-75.6% |
| Participant deferral / active EE | $9,761 | $5,181+88.4% | $6,271+55.7% | $3,740+161.0% |
| Admin fee / account holder | $5,724 | $4,478+27.8% | $8,083-29.2% | $5,306+7.9% |