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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 | $113,738 | $76,551+48.6% | $123,894-8.2% | $62,881+80.9% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 10.98% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,002 | $2,882-30.5% | $4,617-56.6% | $2,281-12.2% |
| Participant deferral / active EE | $6,274 | $4,840+29.6% | $5,984+4.8% | $3,203+95.9% |
| Admin fee / account holder | $7,122 | $4,826+47.6% | $8,357-14.8% | $4,296+65.8% |