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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 | $114,804 | $123,793-7.3% | $177,840-35.4% | $79,852+43.8% |
| Participation rate | 89.1% | 84.7%+4.4pp | 87.7%+1.3pp | 69.6%+19.4pp |
| Annual return | 15.97% | 22.82%-6.9pp | 48.32%-32.4pp | 31.72%-15.7pp |
| Employer contribution / active EE | $3,897 | $4,095-4.8% | $5,919-34.1% | $2,471+57.7% |
| Participant deferral / active EE | $12,329 | $5,956+107.0% | $7,714+59.8% | $3,740+229.6% |
| Admin fee / account holder | $677 | $7,243-90.7% | $12,431-94.6% | $5,306-87.2% |