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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 | $155,360 | $108,825+42.8% | $156,181-0.5% | $82,448+88.4% |
| Participation rate | 79.5% | 72.4%+7.2pp | 78.8%+0.7pp | 68.1%+11.5pp |
| Annual return | 17.31% | 20.59%-3.3pp | 64.87%-47.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,065 | $2,870+76.5% | $4,294+18.0% | $2,551+98.6% |
| Participant deferral / active EE | $2,834 | $4,577-38.1% | $6,132-53.8% | $4,139-31.5% |
| Admin fee / account holder | $1,387 | $9,341-85.2% | $14,586-90.5% | $7,234-80.8% |