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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 | $123,697 | $76,551+61.6% | $123,894-0.2% | $62,881+96.7% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.4pp | 69.3%+18.5pp |
| Annual return | 8.61% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,741 | $2,882-39.6% | $4,617-62.3% | $2,281-23.7% |
| Participant deferral / active EE | $7,049 | $4,840+45.6% | $5,984+17.8% | $3,203+120.1% |
| Admin fee / account holder | $4,067 | $4,826-15.7% | $8,357-51.3% | $4,296-5.3% |