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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 | $145,449 | $77,920+86.7% | $149,723-2.9% | $75,177+93.5% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 17.03% | 31.72%-14.7pp | 134.50%-117.5pp | 160.75%-143.7pp |
| Employer contribution / active EE | $2,374 | $3,138-24.4% | $4,821-50.8% | $2,671-11.1% |
| Participant deferral / active EE | $6,683 | $3,411+95.9% | $5,682+17.6% | $4,126+62.0% |
| Admin fee / account holder | $3,833 | $5,951-35.6% | $13,215-71.0% | $5,651-32.2% |