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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 | $144,781 | $107,421+34.8% | $182,262-20.6% | $94,015+54.0% |
| Participation rate | 76.4% | 77.8%-1.4pp | 84.2%-7.9pp | 70.8%+5.5pp |
| Annual return | 14.56% | 21.32%-6.8pp | 140.60%-126.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,397 | $3,448-30.5% | $5,046-52.5% | $2,790-14.1% |
| Participant deferral / active EE | $7,037 | $6,558+7.3% | $8,276-15.0% | $4,249+65.6% |
| Admin fee / account holder | $12,236 | $8,692+40.8% | $16,712-26.8% | $8,951+36.7% |