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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 | $172,143 | $78,423+119.5% | $95,964+79.4% | $79,856+115.6% |
| Participation rate | 74.4% | 73.5%+0.9pp | 77.1%-2.7pp | 69.6%+4.7pp |
| Annual return | 12.62% | 19.37%-6.7pp | 91.64%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,745 | $1,945+41.1% | $2,541+8.0% | $2,471+11.1% |
| Participant deferral / active EE | $7,678 | $3,440+123.2% | $4,167+84.3% | $3,741+105.3% |
| Admin fee / account holder | $2,853 | $5,622-49.3% | $6,797-58.0% | $5,306-46.2% |