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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 | $121,247 | $123,000-1.4% | $105,582+14.8% | $198,609-39.0% |
| Participation rate | 84.6% | 76.8%+7.9pp | 71.8%+12.8pp | 82.4%+2.2pp |
| Annual return | 17.59% | 18.31%-0.7pp | 18.61%-1.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,490 | $3,582-58.4% | $2,984-50.1% | $5,055-70.5% |
| Participant deferral / active EE | $7,168 | $5,013+43.0% | $4,353+64.7% | $6,977+2.7% |
| Admin fee / account holder | $579 | $16,254-96.4% | $12,856-95.5% | $19,030-97.0% |