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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 | $88,333 | $56,054+57.6% | $171,082-48.4% | $62,881+40.5% |
| Participation rate | 89.7% | 62.9%+26.8pp | 76.7%+13.0pp | 69.3%+20.4pp |
| Annual return | 7.02% | 22.52%-15.5pp | 32.56%-25.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $5,098 | $1,731+194.5% | $4,002+27.4% | $2,281+123.5% |
| Participant deferral / active EE | $3,190 | $3,158+1.0% | $4,797-33.5% | $3,203-0.4% |
| Admin fee / account holder | $6,547 | $3,647+79.5% | $8,520-23.1% | $4,296+52.4% |