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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 | $219,587 | $99,345+121.0% | $84,753+159.1% | $273,972-19.9% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 7.12% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,636 | $4,214+10.0% | $3,574+29.7% | $4,869-4.8% |
| Participant deferral / active EE | $4,645 | $4,270+8.8% | $3,712+25.1% | $5,287-12.1% |
| Admin fee / account holder | $406 | $6,645-93.9% | $5,333-92.4% | $10,133-96.0% |