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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 | $159,827 | $72,486+120.5% | $87,103+83.5% | $72,976+119.0% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 18.44% | 24.46%-6.0pp | 28.19%-9.8pp | 81.02%-62.6pp |
| Employer contribution / active EE | $2,102 | $1,894+11.0% | $2,521-16.6% | $2,440-13.9% |
| Participant deferral / active EE | $5,584 | $3,270+70.8% | $4,049+37.9% | $3,608+54.8% |
| Admin fee / account holder | $1,907 | $5,055-62.3% | $7,491-74.5% | $5,124-62.8% |