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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 | $117,365 | $70,475+66.5% | $100,530+16.7% | $79,858+47.0% |
| Participation rate | 72.1% | 73.7%-1.6pp | 79.4%-7.3pp | 69.6%+2.5pp |
| Annual return | 12.84% | 21.90%-9.1pp | 30.89%-18.1pp | 31.72%-18.9pp |
| Employer contribution / active EE | $955 | $2,165-55.9% | $3,418-72.1% | $2,471-61.4% |
| Participant deferral / active EE | $6,810 | $5,181+31.4% | $6,271+8.6% | $3,740+82.1% |
| Admin fee / account holder | $8,586 | $4,478+91.7% | $8,083+6.2% | $5,306+61.8% |