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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 | $148,678 | $76,551+94.2% | $123,894+20.0% | $62,881+136.4% |
| Participation rate | 80.2% | 73.0%+7.3pp | 81.4%-1.2pp | 69.3%+10.9pp |
| Annual return | 6.68% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,835 | $2,882-1.6% | $4,617-38.6% | $2,281+24.3% |
| Participant deferral / active EE | $9,877 | $4,840+104.1% | $5,984+65.1% | $3,203+208.4% |
| Admin fee / account holder | $4,484 | $4,826-7.1% | $8,357-46.3% | $4,296+4.4% |