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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 | $85,833 | $86,949-1.3% | $102,460-16.2% | $80,959+6.0% |
| Participation rate | 76.2% | 72.4%+3.8pp | 76.5%-0.3pp | 67.7%+8.5pp |
| Annual return | 16.41% | 18.89%-2.5pp | 29.47%-13.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $863 | $2,370-63.6% | $3,025-71.5% | $2,757-68.7% |
| Participant deferral / active EE | $9,842 | $4,121+138.8% | $5,056+94.7% | $4,300+128.9% |
| Admin fee / account holder | $6,014 | $8,048-25.3% | $9,460-36.4% | $6,925-13.2% |