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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 | $141,338 | $117,846+19.9% | $102,434+38.0% | $145,884-3.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.14% | 31.90%-18.8pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,347 | $3,615-35.1% | $3,023-22.4% | $4,662-49.7% |
| Participant deferral / active EE | $7,366 | $5,733+28.5% | $5,055+45.7% | $6,690+10.1% |
| Admin fee / account holder | $2,665 | $13,356-80.0% | $9,462-71.8% | $13,392-80.1% |