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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 | $153,296 | $121,098+26.6% | $125,195+22.4% | - |
| Participation rate | 72.7% | 74.4%-1.6pp | 79.8%-7.1pp | - |
| Annual return | 16.34% | 15.50%+0.8pp | 43.79%-27.5pp | - |
| Employer contribution / active EE | $2,160 | $1,930+11.9% | $3,866-44.1% | - |
| Participant deferral / active EE | $4,697 | $3,481+34.9% | $4,937-4.9% | - |
| Admin fee / account holder | $2,538 | $16,883-85.0% | $9,704-73.8% | - |