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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 | $116,929 | $66,764+75.1% | $88,497+32.1% | $62,881+86.0% |
| Participation rate | 77.8% | 77.3%+0.5pp | 82.4%-4.6pp | 69.3%+8.5pp |
| Annual return | 7.09% | 10.37%-3.3pp | 7.63%-0.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,674 | $3,077-45.6% | $4,036-58.5% | $2,281-26.6% |
| Participant deferral / active EE | $4,956 | $3,976+24.6% | $4,899+1.2% | $3,203+54.7% |
| Admin fee / account holder | $960 | $4,668-79.4% | $6,220-84.6% | $4,296-77.6% |