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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 | $118,787 | $76,551+55.2% | $123,894-4.1% | $62,881+88.9% |
| Participation rate | 76.1% | 73.0%+3.1pp | 81.4%-5.3pp | 69.3%+6.8pp |
| Annual return | 9.09% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,435 | $2,882-50.2% | $4,617-68.9% | $2,281-37.1% |
| Participant deferral / active EE | $5,634 | $4,840+16.4% | $5,984-5.8% | $3,203+75.9% |
| Admin fee / account holder | $1,390 | $4,826-71.2% | $8,357-83.4% | $4,296-67.6% |