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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 | $127,160 | $99,345+28.0% | $84,753+50.0% | $273,972-53.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 4.70% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $4,446 | $4,214+5.5% | $3,574+24.4% | $4,869-8.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,992 | $6,645+5.2% | $5,333+31.1% | $10,133-31.0% |