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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 | $145,485 | $108,825+33.7% | $156,181-6.8% | $82,448+76.5% |
| Participation rate | 80.2% | 72.4%+7.9pp | 78.8%+1.4pp | 68.1%+12.2pp |
| Annual return | 19.68% | 20.59%-0.9pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,480 | $2,870-13.6% | $4,294-42.3% | $2,551-2.8% |
| Participant deferral / active EE | $4,163 | $4,577-9.0% | $6,132-32.1% | $4,139+0.6% |
| Admin fee / account holder | $1,824 | $9,341-80.5% | $14,586-87.5% | $7,234-74.8% |