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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 | $115,433 | $73,102+57.9% | $123,552-6.6% | $56,287+105.1% |
| Participation rate | 90.1% | 74.3%+15.8pp | 82.3%+7.8pp | 69.9%+20.2pp |
| Annual return | 6.39% | 3.01%+3.4pp | 119.20%-112.8pp | -9.96%+16.3pp |
| Employer contribution / active EE | $3,223 | $2,977+8.3% | $4,628-30.4% | $2,111+52.7% |
| Participant deferral / active EE | $9,446 | $5,423+74.2% | $6,426+47.0% | $3,350+182.0% |
| Admin fee / account holder | $2,666 | $554+381.5% | $9,285-71.3% | $521+411.9% |