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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 | $135,220 | $123,793+9.2% | $177,848-24.0% | $79,856+69.3% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 18.26% | 22.82%-4.6pp | 48.33%-30.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,338 | $4,095-18.5% | $5,919-43.6% | $2,471+35.1% |
| Participant deferral / active EE | $5,401 | $5,956-9.3% | $7,714-30.0% | $3,741+44.4% |
| Admin fee / account holder | $644 | $7,243-91.1% | $12,431-94.8% | $5,306-87.9% |