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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 | $161,276 | $81,504+97.9% | $102,437+57.4% | $80,959+99.2% |
| Participation rate | 78.9% | 66.9%+12.0pp | 74.5%+4.4pp | 67.7%+11.2pp |
| Annual return | 13.06% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $7,640 | $3,104+146.2% | $3,871+97.4% | $2,757+177.1% |
| Participant deferral / active EE | $2,715 | $3,871-29.9% | $5,060-46.3% | $4,300-36.9% |
| Admin fee / account holder | $4,631 | $6,719-31.1% | $8,388-44.8% | $6,925-33.1% |