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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 | $117,634 | $117,895-0.2% | $102,460+14.8% | $145,897-19.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 20.04% | 31.92%-11.9pp | 29.47%-9.4pp | 552.29%-532.3pp |
| Employer contribution / active EE | $2,096 | $3,619-42.1% | $3,025-30.7% | $4,663-55.1% |
| Participant deferral / active EE | $6,921 | $5,736+20.7% | $5,056+36.9% | $6,689+3.5% |
| Admin fee / account holder | $1,579 | $13,353-88.2% | $9,460-83.3% | $13,390-88.2% |