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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 | $76,839 | $87,834-12.5% | $133,975-42.6% | $62,881+22.2% |
| Participation rate | 84.6% | 83.4%+1.2pp | 87.1%-2.4pp | 69.3%+15.3pp |
| Annual return | 7.21% | 12.05%-4.8pp | 29.29%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,374 | $3,482+83.0% | $5,211+22.3% | $2,281+179.5% |
| Participant deferral / active EE | $8,233 | $4,812+71.1% | $6,282+31.1% | $3,203+157.0% |
| Admin fee / account holder | $2,204 | $5,372-59.0% | $9,324-76.4% | $4,296-48.7% |