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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 | $115,741 | $93,598+23.7% | $135,974-14.9% | $75,173+54.0% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 15.76% | 30.89%-15.1pp | 68.30%-52.5pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,191 | $3,538-38.1% | $4,859-54.9% | $2,671-18.0% |
| Participant deferral / active EE | $5,067 | $6,405-20.9% | $7,760-34.7% | $4,126+22.8% |
| Admin fee / account holder | $6,137 | $6,978-12.1% | $10,767-43.0% | $5,651+8.6% |