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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 | $113,998 | $88,707+28.5% | $74,184+53.7% | $273,972-58.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 3.90% | 11.94%-8.0pp | 17.74%-13.8pp | 41.46%-37.6pp |
| Employer contribution / active EE | $3,347 | $3,159+5.9% | $2,370+41.2% | $4,869-31.3% |
| Participant deferral / active EE | $7,268 | $4,212+72.6% | $3,550+104.8% | $5,287+37.5% |
| Admin fee / account holder | $867 | $8,717-90.1% | $5,586-84.5% | $10,133-91.4% |