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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 | $162,641 | $67,602+140.6% | $82,312+97.6% | $70,126+131.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 14.72% | 21.57%-6.8pp | 25.88%-11.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $3,579 | $1,755+104.0% | $2,428+47.4% | $2,343+52.8% |
| Participant deferral / active EE | $8,042 | $2,987+169.2% | $3,706+117.0% | $3,332+141.4% |
| Admin fee / account holder | $3,760 | $4,512-16.7% | $5,608-32.9% | $4,645-19.1% |