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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 | $121,479 | $52,379+131.9% | $46,225+162.8% | $273,972-55.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 79.5%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.43% | 7.23%+0.2pp | 7.57%-0.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,185 | $4,226-24.6% | $3,424-7.0% | $4,869-34.6% |
| Participant deferral / active EE | $4,056 | $4,660-13.0% | $3,776+7.4% | $5,287-23.3% |
| Admin fee / account holder | $2,353 | $4,652-49.4% | $3,519-33.1% | $10,133-76.8% |