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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 | $98,013 | $76,551+28.0% | $123,894-20.9% | $62,881+55.9% |
| Participation rate | 75.4% | 73.0%+2.5pp | 81.4%-6.0pp | 69.3%+6.1pp |
| Annual return | 9.46% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,503 | $2,882+21.5% | $4,617-24.1% | $2,281+53.6% |
| Participant deferral / active EE | $8,020 | $4,840+65.7% | $5,984+34.0% | $3,203+150.4% |
| Admin fee / account holder | $996 | $4,826-79.4% | $8,357-88.1% | $4,296-76.8% |