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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 | $120,707 | $83,485+44.6% | $125,180-3.6% | $72,983+65.4% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.5%+6.4pp |
| Annual return | 20.68% | 25.78%-5.1pp | 43.79%-23.1pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,105 | $2,346-52.9% | $3,866-71.4% | $2,440-54.7% |
| Participant deferral / active EE | $3,533 | $3,586-1.5% | $4,937-28.4% | $3,608-2.1% |
| Admin fee / account holder | $9,425 | $5,518+70.8% | $9,703-2.9% | $5,124+83.9% |