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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 | $99,037 | $77,460+27.9% | $100,378-1.3% | $80,925+22.4% |
| Participation rate | 74.1% | 76.9%-2.9pp | 81.5%-7.4pp | 67.7%+6.4pp |
| Annual return | 13.46% | 37.24%-23.8pp | 49.41%-36.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,178 | $2,801-57.9% | $3,942-70.1% | $2,756-57.3% |
| Participant deferral / active EE | $7,365 | $6,818+8.0% | $8,087-8.9% | $4,299+71.3% |
| Admin fee / account holder | $466 | $5,887-92.1% | $7,899-94.1% | $6,940-93.3% |