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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 | $110,857 | $96,956+14.3% | $69,779+58.9% | $273,972-59.5% |
| Participation rate | 92.3% | 77.1%+15.2pp | 71.8%+20.5pp | 83.0%+9.3pp |
| Annual return | 5.87% | 12.93%-7.1pp | 12.99%-7.1pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,517 | $3,316-24.1% | $2,338+7.6% | $4,869-48.3% |
| Participant deferral / active EE | $11,018 | $3,744+194.3% | $2,931+275.9% | $5,287+108.4% |
| Admin fee / account holder | $1,694 | $7,934-78.6% | $4,381-61.3% | $10,133-83.3% |