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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 | $118,778 | $76,551+55.2% | $123,894-4.1% | $62,881+88.9% |
| Participation rate | 72.2% | 73.0%-0.8pp | 81.4%-9.2pp | 69.3%+2.9pp |
| Annual return | 8.62% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,463 | $2,882-14.6% | $4,617-46.7% | $2,281+8.0% |
| Participant deferral / active EE | $5,473 | $4,840+13.1% | $5,984-8.5% | $3,203+70.9% |
| Admin fee / account holder | $551 | $4,826-88.6% | $8,357-93.4% | $4,296-87.2% |