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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 | $99,825 | $83,485+19.6% | $125,192-20.3% | $72,975+36.8% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.4pp | 69.5%+3.8pp |
| Annual return | 18.41% | 25.77%-7.4pp | 43.79%-25.4pp | 81.01%-62.6pp |
| Employer contribution / active EE | $2,887 | $2,346+23.1% | $3,866-25.3% | $2,440+18.3% |
| Participant deferral / active EE | $4,693 | $3,586+30.9% | $4,937-4.9% | $3,608+30.1% |
| Admin fee / account holder | $382 | $5,518-93.1% | $9,704-96.1% | $5,124-92.5% |