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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 | $111,688 | $69,977+59.6% | $108,582+2.9% | $62,881+77.6% |
| Participation rate | 89.3% | 72.9%+16.4pp | 79.6%+9.7pp | 69.3%+20.0pp |
| Annual return | 8.57% | 10.73%-2.2pp | -51.70%+60.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,198 | $2,135+49.8% | $3,758-14.9% | $2,281+40.2% |
| Participant deferral / active EE | $3,312 | $3,165+4.6% | $4,311-23.2% | $3,203+3.4% |
| Admin fee / account holder | $772 | $5,076-84.8% | $7,645-89.9% | $4,296-82.0% |