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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 | $122,749 | $132,310-7.2% | $105,754+16.1% | $273,972-55.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 78.9%+4.4pp | 83.0%+0.3pp |
| Annual return | 5.08% | 10.08%-5.0pp | 12.25%-7.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,362 | $4,867-51.5% | $4,079-42.1% | $4,869-51.5% |
| Participant deferral / active EE | $6,894 | $6,233+10.6% | $5,326+29.5% | $5,287+30.4% |
| Admin fee / account holder | $42,840 | $12,036+255.9% | $8,309+415.6% | $10,133+322.8% |