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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 | $131,072 | $83,485+57.0% | $125,195+4.7% | $72,976+79.6% |
| Participation rate | 71.9% | 73.3%-1.4pp | 79.8%-7.9pp | 69.5%+2.4pp |
| Annual return | 20.66% | 25.77%-5.1pp | 43.79%-23.1pp | 81.02%-60.4pp |
| Employer contribution / active EE | $2,344 | $2,346-0.1% | $3,866-39.4% | $2,440-3.9% |
| Participant deferral / active EE | $5,171 | $3,586+44.2% | $4,937+4.7% | $3,608+43.3% |
| Admin fee / account holder | $4,311 | $5,518-21.9% | $9,704-55.6% | $5,124-15.9% |