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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 | $87,832 | $58,057+51.3% | $97,032-9.5% | $86,983+1.0% |
| Participation rate | 80.6% | 60.4%+20.3pp | 71.6%+9.1pp | 69.5%+11.1pp |
| Annual return | 14.75% | 22.26%-7.5pp | 35.38%-20.6pp | 25.83%-11.1pp |
| Employer contribution / active EE | $840 | $1,663-49.5% | $2,629-68.0% | $2,584-67.5% |
| Participant deferral / active EE | $6,675 | $3,244+105.8% | $4,672+42.9% | $4,194+59.2% |
| Admin fee / account holder | $5,771 | $4,839+19.3% | $9,418-38.7% | $7,856-26.5% |