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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 | $107,781 | $107,421+0.3% | $182,262-40.9% | $94,015+14.6% |
| Participation rate | 79.5% | 77.8%+1.7pp | 84.2%-4.7pp | 70.8%+8.7pp |
| Annual return | 17.05% | 21.32%-4.3pp | 140.60%-123.5pp | 17.84%-0.8pp |
| Employer contribution / active EE | $2,162 | $3,448-37.3% | $5,046-57.2% | $2,790-22.5% |
| Participant deferral / active EE | $6,613 | $6,558+0.8% | $8,276-20.1% | $4,249+55.6% |
| Admin fee / account holder | $939 | $8,692-89.2% | $16,712-94.4% | $8,951-89.5% |