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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 | $119,639 | $101,795+17.5% | $165,100-27.5% | $80,959+47.8% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.7%+18.5pp |
| Annual return | 12.19% | 16.73%-4.5pp | 70.21%-58.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,486 | $2,954-15.8% | $4,348-42.8% | $2,757-9.8% |
| Participant deferral / active EE | $6,054 | $4,476+35.3% | $6,035+0.3% | $4,300+40.8% |
| Admin fee / account holder | $3,875 | $8,221-52.9% | $12,696-69.5% | $6,925-44.0% |