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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 | $79,920 | $69,977+14.2% | $108,582-26.4% | $62,881+27.1% |
| Participation rate | 93.1% | 72.9%+20.2pp | 79.6%+13.5pp | 69.3%+23.8pp |
| Annual return | 9.43% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,088 | $2,135+91.5% | $3,758+8.8% | $2,281+79.2% |
| Participant deferral / active EE | $8,424 | $3,165+166.2% | $4,311+95.4% | $3,203+163.0% |
| Admin fee / account holder | $889 | $5,076-82.5% | $7,645-88.4% | $4,296-79.3% |