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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 | $152,462 | $65,395+133.1% | $182,558-16.5% | $72,976+108.9% |
| Participation rate | 87.9% | 65.4%+22.4pp | 78.0%+9.9pp | 69.5%+18.4pp |
| Annual return | 19.63% | 27.68%-8.0pp | 148.59%-129.0pp | 81.02%-61.4pp |
| Employer contribution / active EE | $2,584 | $1,911+35.2% | $4,076-36.6% | $2,440+5.9% |
| Participant deferral / active EE | $8,343 | $3,563+134.2% | $5,526+51.0% | $3,608+131.2% |
| Admin fee / account holder | $694 | $4,245-83.7% | $8,594-91.9% | $5,124-86.5% |