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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 | $145,771 | $81,504+78.9% | $102,437+42.3% | $80,959+80.1% |
| Participation rate | 73.2% | 66.9%+6.3pp | 74.5%-1.3pp | 67.7%+5.5pp |
| Annual return | 16.15% | 25.60%-9.4pp | 24.95%-8.8pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,385 | $3,104-23.1% | $3,871-38.4% | $2,757-13.5% |
| Participant deferral / active EE | $9,575 | $3,871+147.4% | $5,060+89.2% | $4,300+122.7% |
| Admin fee / account holder | $4,762 | $6,719-29.1% | $8,388-43.2% | $6,925-31.2% |