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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 | $182,464 | $135,956+34.2% | $123,894+47.3% | $273,972-33.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.08% | 56.63%-50.6pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,500 | $5,170+45.1% | $4,617+62.5% | $4,869+54.0% |
| Participant deferral / active EE | $4,114 | $6,343-35.1% | $5,984-31.2% | $5,287-22.2% |
| Admin fee / account holder | $542 | $9,817-94.5% | $8,357-93.5% | $10,133-94.6% |