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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 | $145,519 | $106,749+36.3% | $145,433+0.1% | $82,448+76.5% |
| Participation rate | 86.0% | 75.6%+10.4pp | 82.1%+3.9pp | 68.1%+18.0pp |
| Annual return | 18.47% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $3,604 | $3,444+4.6% | $4,554-20.9% | $2,551+41.3% |
| Participant deferral / active EE | $6,375 | $6,519-2.2% | $7,897-19.3% | $4,139+54.0% |
| Admin fee / account holder | $1,934 | $8,390-76.9% | $13,129-85.3% | $7,234-73.3% |