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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 | $128,499 | $111,814+14.9% | $103,378+24.3% | $145,978-12.0% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 11.67% | 24.80%-13.1pp | 24.91%-13.2pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,341 | $4,215-68.2% | $3,870-65.3% | $4,662-71.2% |
| Participant deferral / active EE | $6,235 | $5,618+11.0% | $5,058+23.3% | $6,690-6.8% |
| Admin fee / account holder | $548 | $9,764-94.4% | $8,401-93.5% | $13,400-95.9% |