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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 | $111,082 | $76,551+45.1% | $123,894-10.3% | $62,881+76.7% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 9.45% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,204 | $2,882+11.2% | $4,617-30.6% | $2,281+40.5% |
| Participant deferral / active EE | $6,260 | $4,840+29.4% | $5,984+4.6% | $3,203+95.5% |
| Admin fee / account holder | $406 | $4,826-91.6% | $8,357-95.1% | $4,296-90.5% |