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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 | $101,629 | $87,546+16.1% | $75,784+34.1% | $125,389-18.9% |
| Participation rate | 94.7% | 80.2%+14.6pp | 75.8%+18.9pp | 83.2%+11.5pp |
| Annual return | 6.61% | 13.49%-6.9pp | 9.68%-3.1pp | 282.24%-275.6pp |
| Employer contribution / active EE | $694 | $3,930-82.4% | $3,323-79.1% | $4,866-85.7% |
| Participant deferral / active EE | $1,960 | $4,230-53.7% | $3,652-46.3% | $5,352-63.4% |
| Admin fee / account holder | $9,890 | $6,503+52.1% | $5,300+86.6% | $9,541+3.7% |