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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 | $110,811 | $88,707+24.9% | $74,184+49.4% | $273,972-59.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.21% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,663 | $3,159-15.7% | $2,370+12.3% | $4,869-45.3% |
| Participant deferral / active EE | $3,699 | $4,212-12.2% | $3,550+4.2% | $5,287-30.0% |
| Admin fee / account holder | $1,279 | $8,717-85.3% | $5,586-77.1% | $10,133-87.4% |