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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 | $120,445 | $185,312-35.0% | $161,489-25.4% | $154,746-22.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 12.32% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,696 | $4,769-22.5% | $4,268-13.4% | $4,379-15.6% |
| Participant deferral / active EE | $6,037 | $6,350-4.9% | $5,630+7.2% | $6,730-10.3% |
| Admin fee / account holder | $3,473 | $18,654-81.4% | $16,006-78.3% | $14,365-75.8% |