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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 | $127,123 | $99,341+28.0% | $84,750+50.0% | $273,965-53.6% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 6.63% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,282 | $4,214-22.1% | $3,574-8.2% | $4,869-32.6% |
| Participant deferral / active EE | $13,011 | $4,269+204.8% | $3,712+250.5% | $5,287+146.1% |
| Admin fee / account holder | $1,567 | $6,644-76.4% | $5,332-70.6% | $10,132-84.5% |