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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 | $145,055 | $110,212+31.6% | $96,534+50.3% | $139,466+4.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 18.82% | 26.42%-7.6pp | 25.88%-7.1pp | 373.66%-354.8pp |
| Employer contribution / active EE | $4,633 | $3,620+28.0% | $2,965+56.2% | $4,754-2.5% |
| Participant deferral / active EE | $18,903 | $5,547+240.8% | $4,851+289.7% | $6,712+181.6% |
| Admin fee / account holder | $4,569 | $11,599-60.6% | $8,253-44.6% | $11,409-60.0% |