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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 | $112,109 | $105,623+6.1% | $87,502+28.1% | $273,972-59.1% |
| Participation rate | 91.7% | 78.2%+13.5pp | 73.8%+17.8pp | 83.0%+8.7pp |
| Annual return | 7.93% | 12.26%-4.3pp | 12.21%-4.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,156 | $3,141-63.2% | $2,550-54.7% | $4,869-76.3% |
| Participant deferral / active EE | $3,787 | $3,601+5.2% | $3,149+20.3% | $5,287-28.4% |
| Admin fee / account holder | $745 | $4,781-84.4% | $4,221-82.4% | $10,133-92.6% |