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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 | $142,989 | $163,687-12.6% | $108,745+31.5% | $273,972-47.8% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.7%+2.3pp | 83.0%-3.0pp |
| Annual return | 7.67% | 31.16%-23.5pp | 46.22%-38.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $9,021 | $4,711+91.5% | $3,323+171.5% | $4,869+85.3% |
| Participant deferral / active EE | $7,239 | $7,155+1.2% | $5,121+41.3% | $5,287+36.9% |
| Admin fee / account holder | $594 | $12,890-95.4% | $6,144-90.3% | $10,133-94.1% |