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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 | $143,991 | $108,825+32.3% | $156,181-7.8% | $82,448+74.6% |
| Participation rate | 70.6% | 72.4%-1.8pp | 78.8%-8.2pp | 68.1%+2.5pp |
| Annual return | 16.11% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,497 | $2,870+21.9% | $4,294-18.6% | $2,551+37.1% |
| Participant deferral / active EE | $7,503 | $4,577+63.9% | $6,132+22.4% | $4,139+81.3% |
| Admin fee / account holder | $2,062 | $9,341-77.9% | $14,586-85.9% | $7,234-71.5% |