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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 | $118,474 | $105,623+12.2% | $87,502+35.4% | $273,972-56.8% |
| Participation rate | 84.2% | 78.2%+6.0pp | 73.8%+10.4pp | 83.0%+1.2pp |
| Annual return | 7.35% | 12.26%-4.9pp | 12.21%-4.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $7,194 | $3,141+129.1% | $2,550+182.1% | $4,869+47.8% |
| Participant deferral / active EE | $5,572 | $3,601+54.8% | $3,149+77.0% | $5,287+5.4% |
| Admin fee / account holder | $1,296 | $4,781-72.9% | $4,221-69.3% | $10,133-87.2% |