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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 | $91,770 | $76,551+19.9% | $123,894-25.9% | $62,881+45.9% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 7.46% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,108 | $2,882-26.9% | $4,617-54.3% | $2,281-7.6% |
| Participant deferral / active EE | $6,437 | $4,840+33.0% | $5,984+7.6% | $3,203+101.0% |
| Admin fee / account holder | $517 | $4,826-89.3% | $8,357-93.8% | $4,296-88.0% |