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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 | $95,604 | $215,361-55.6% | $171,082-44.1% | $273,972-65.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 7.89% | 25.14%-17.3pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $8,847 | $4,967+78.1% | $4,002+121.1% | $4,869+81.7% |
| Participant deferral / active EE | $4,090 | $5,543-26.2% | $4,797-14.7% | $5,287-22.6% |
| Admin fee / account holder | $1,723 | $10,846-84.1% | $8,520-79.8% | $10,133-83.0% |