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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 | $124,450 | $125,797-1.1% | $170,043-26.8% | $75,173+65.6% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.0%-0.8pp | 67.2%+19.0pp |
| Annual return | 17.16% | 27.20%-10.0pp | 53.40%-36.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $6,518 | $4,616+41.2% | $6,790-4.0% | $2,671+144.0% |
| Participant deferral / active EE | $7,396 | $6,838+8.2% | $10,410-29.0% | $4,126+79.2% |
| Admin fee / account holder | $3,112 | $8,177-61.9% | $12,824-75.7% | $5,651-44.9% |