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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 | $98,742 | $76,551+29.0% | $123,894-20.3% | $62,881+57.0% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 6.64% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,268 | $2,882-21.3% | $4,617-50.9% | $2,281-0.5% |
| Participant deferral / active EE | $5,451 | $4,840+12.6% | $5,984-8.9% | $3,203+70.2% |
| Admin fee / account holder | $872 | $4,826-81.9% | $8,357-89.6% | $4,296-79.7% |