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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 | $135,588 | $87,132+55.6% | $105,624+28.4% | $80,959+67.5% |
| Participation rate | 73.5% | 70.4%+3.0pp | 75.3%-1.8pp | 67.7%+5.8pp |
| Annual return | 11.07% | 17.03%-6.0pp | 116.20%-105.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,668 | $2,397+11.3% | $3,168-15.8% | $2,757-3.2% |
| Participant deferral / active EE | $4,932 | $3,985+23.8% | $5,013-1.6% | $4,300+14.7% |
| Admin fee / account holder | $5,985 | $8,449-29.2% | $10,961-45.4% | $6,925-13.6% |