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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 | $86,919-1.2% | $102,457-16.2% | $80,911+6.1% |
| Participation rate | 76.2% | 72.4%+3.8pp | 76.5%-0.3pp | 67.6%+8.5pp |
| Annual return | 16.41% | 18.90%-2.5pp | 29.41%-13.0pp | 35.63%-19.2pp |
| Employer contribution / active EE | $863 | $2,368-63.6% | $3,022-71.5% | $2,756-68.7% |
| Participant deferral / active EE | $9,842 | $4,119+138.9% | $5,054+94.7% | $4,297+129.0% |
| Admin fee / account holder | $6,014 | $8,049-25.3% | $9,451-36.4% | $6,935-13.3% |