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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 | $110,269 | $76,551+44.0% | $123,894-11.0% | $62,881+75.4% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 6.98% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,288 | $2,882-55.3% | $4,617-72.1% | $2,281-43.5% |
| Participant deferral / active EE | $4,055 | $4,840-16.2% | $5,984-32.2% | $3,203+26.6% |
| Admin fee / account holder | $6,071 | $4,826+25.8% | $8,357-27.4% | $4,296+41.3% |