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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 | $109,714 | $76,551+43.3% | $123,894-11.4% | $62,881+74.5% |
| Participation rate | 80.6% | 73.0%+7.6pp | 81.4%-0.9pp | 69.3%+11.3pp |
| Annual return | 11.65% | 18.68%-7.0pp | 47.52%-35.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $2,898 | $2,882+0.6% | $4,617-37.2% | $2,281+27.1% |
| Participant deferral / active EE | $6,532 | $4,840+35.0% | $5,984+9.2% | $3,203+103.9% |
| Admin fee / account holder | $928 | $4,826-80.8% | $8,357-88.9% | $4,296-78.4% |