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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 | $134,522 | $87,834+53.2% | $133,975+0.4% | $62,881+113.9% |
| Participation rate | 78.9% | 83.4%-4.4pp | 87.1%-8.1pp | 69.3%+9.6pp |
| Annual return | 11.15% | 12.05%-0.9pp | 29.29%-18.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,421 | $3,482-30.5% | $5,211-53.5% | $2,281+6.2% |
| Participant deferral / active EE | $3,804 | $4,812-20.9% | $6,282-39.4% | $3,203+18.8% |
| Admin fee / account holder | $5,508 | $5,372+2.5% | $9,324-40.9% | $4,296+28.2% |