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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 | $132,933 | $88,707+49.9% | $74,184+79.2% | $273,972-51.5% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 8.18% | 11.94%-3.8pp | 17.74%-9.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,357 | $3,159+69.6% | $2,370+126.0% | $4,869+10.0% |
| Participant deferral / active EE | $2,352 | $4,212-44.1% | $3,550-33.7% | $5,287-55.5% |
| Admin fee / account holder | $522 | $8,717-94.0% | $5,586-90.7% | $10,133-94.9% |