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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 | $123,102 | $138,393-11.0% | $184,256-33.2% | $80,959+52.1% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.7%+20.6pp |
| Annual return | 17.68% | 20.01%-2.3pp | 28.85%-11.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $8,973 | $4,847+85.1% | $6,427+39.6% | $2,757+225.4% |
| Participant deferral / active EE | $19,167 | $7,076+170.9% | $9,133+109.9% | $4,300+345.7% |
| Admin fee / account holder | $748 | $10,489-92.9% | $13,899-94.6% | $6,925-89.2% |