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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 | $143,908 | $109,359+31.6% | $162,171-11.3% | $72,983+97.2% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 23.53% | 25.46%-1.9pp | 115.60%-92.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $4,155 | $3,907+6.3% | $5,613-26.0% | $2,440+70.3% |
| Participant deferral / active EE | $12,410 | $5,481+126.4% | $7,297+70.1% | $3,608+244.0% |
| Admin fee / account holder | $2,913 | $7,972-63.5% | $10,843-73.1% | $5,124-43.2% |