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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 | $104,630 | $87,060+20.2% | $105,591-0.9% | $80,911+29.3% |
| Participation rate | 82.1% | 70.4%+11.7pp | 75.3%+6.9pp | 67.6%+14.5pp |
| Annual return | 11.38% | 17.05%-5.7pp | 116.43%-105.0pp | 35.63%-24.3pp |
| Employer contribution / active EE | $912 | $2,396-61.9% | $3,166-71.2% | $2,756-66.9% |
| Participant deferral / active EE | $2,940 | $3,986-26.2% | $5,008-41.3% | $4,297-31.6% |
| Admin fee / account holder | $302 | $8,442-96.4% | $11,024-97.3% | $6,935-95.6% |