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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 | $143,735 | $97,125+48.0% | $86,233+66.7% | $137,256+4.7% |
| Participation rate | 78.9% | 74.2%+4.8pp | 69.0%+9.9pp | 80.0%-1.0pp |
| Annual return | 18.31% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,287 | $2,841-19.5% | $2,504-8.7% | $4,156-45.0% |
| Participant deferral / active EE | $3,965 | $5,180-23.5% | $4,559-13.0% | $6,407-38.1% |
| Admin fee / account holder | $2,037 | $9,725-79.1% | $8,342-75.6% | $12,270-83.4% |