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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 | $85,984 | $101,798-15.5% | $165,071-47.9% | $80,935+6.2% |
| Participation rate | 89.3% | 71.8%+17.5pp | 78.6%+10.7pp | 67.7%+21.6pp |
| Annual return | 12.32% | 16.73%-4.4pp | 70.17%-57.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $5,038 | $2,954+70.5% | $4,347+15.9% | $2,757+82.8% |
| Participant deferral / active EE | $8,554 | $4,476+91.1% | $6,035+41.7% | $4,299+99.0% |
| Admin fee / account holder | $1,276 | $8,221-84.5% | $12,695-89.9% | $6,924-81.6% |