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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 | $90,693 | $106,524-14.9% | $152,301-40.5% | $87,485+3.7% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.4%-0.1pp | 68.9%+13.4pp |
| Annual return | 17.39% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $3,763 | $3,371+11.6% | $4,624-18.6% | $2,596+45.0% |
| Participant deferral / active EE | $7,823 | $6,525+19.9% | $8,004-2.3% | $4,274+83.1% |
| Admin fee / account holder | $505 | $8,287-93.9% | $14,398-96.5% | $7,775-93.5% |