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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 | $147,445 | $65,361+125.6% | $92,903+58.7% | $72,983+102.0% |
| Participation rate | 70.4% | 68.3%+2.1pp | 76.0%-5.6pp | 69.5%+0.9pp |
| Annual return | 21.30% | 42.11%-20.8pp | 109.43%-88.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,699 | $2,594-34.5% | $3,653-53.5% | $2,440-30.4% |
| Participant deferral / active EE | $4,922 | $3,128+57.3% | $4,238+16.1% | $3,608+36.4% |
| Admin fee / account holder | $363 | $4,251-91.5% | $5,795-93.7% | $5,124-92.9% |