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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 | $109,261 | $76,551+42.7% | $123,894-11.8% | $62,881+73.8% |
| Participation rate | 78.8% | 73.0%+5.8pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 7.15% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,260 | $2,882+47.8% | $4,617-7.7% | $2,281+86.8% |
| Participant deferral / active EE | $5,245 | $4,840+8.4% | $5,984-12.3% | $3,203+63.8% |
| Admin fee / account holder | $956 | $4,826-80.2% | $8,357-88.6% | $4,296-77.7% |