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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 | $141,820 | $77,472+83.1% | $100,392+41.3% | $80,935+75.2% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.7%+10.1pp |
| Annual return | 18.74% | 37.26%-18.5pp | 49.45%-30.7pp | 35.66%-16.9pp |
| Employer contribution / active EE | $2,752 | $2,800-1.7% | $3,941-30.2% | $2,757-0.2% |
| Participant deferral / active EE | $8,908 | $6,818+30.7% | $8,090+10.1% | $4,299+107.2% |
| Admin fee / account holder | $779 | $5,885-86.8% | $7,904-90.1% | $6,924-88.8% |