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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 | $90,414 | $64,920+39.3% | $103,693-12.8% | $86,983+3.9% |
| Participation rate | 72.0% | 63.6%+8.4pp | 72.6%-0.6pp | 69.5%+2.5pp |
| Annual return | 24.14% | 30.29%-6.2pp | 47.61%-23.5pp | 25.83%-1.7pp |
| Employer contribution / active EE | $3,306 | $2,141+54.4% | $2,920+13.2% | $2,584+27.9% |
| Participant deferral / active EE | $6,395 | $3,241+97.3% | $4,579+39.7% | $4,194+52.5% |
| Admin fee / account holder | $1,373 | $6,191-77.8% | $7,858-82.5% | $7,856-82.5% |