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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 | $113,629 | $95,404+19.1% | $113,397+0.2% | $82,637+37.5% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.5%+14.7pp | 68.1%+23.2pp |
| Annual return | 15.74% | 19.08%-3.3pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $860 | $2,307-62.7% | $2,977-71.1% | $2,552-66.3% |
| Participant deferral / active EE | $6,960 | $4,220+64.9% | $5,076+37.1% | $4,126+68.7% |
| Admin fee / account holder | $4,456 | $9,168-51.4% | $11,957-62.7% | $7,339-39.3% |