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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 | $129,986 | $99,875+30.1% | $146,866-11.5% | $86,983+49.4% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.5%-3.3pp | 69.5%+9.6pp |
| Annual return | 14.77% | 28.10%-13.3pp | 102.85%-88.1pp | 25.83%-11.1pp |
| Employer contribution / active EE | $6,451 | $3,224+100.1% | $4,425+45.8% | $2,584+149.6% |
| Participant deferral / active EE | $11,152 | $6,322+76.4% | $7,759+43.7% | $4,194+165.9% |
| Admin fee / account holder | $2,889 | $7,838-63.1% | $13,620-78.8% | $7,856-63.2% |