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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 | $149,365 | $67,606+120.9% | $82,313+81.5% | $70,124+113.0% |
| Participation rate | 90.6% | 72.8%+17.9pp | 76.9%+13.7pp | 69.5%+21.1pp |
| Annual return | 13.06% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,512 | $1,755+43.1% | $2,428+3.4% | $2,342+7.2% |
| Participant deferral / active EE | $7,894 | $2,987+164.3% | $3,706+113.0% | $3,332+136.9% |
| Admin fee / account holder | $2,262 | $4,512-49.9% | $5,608-59.7% | $4,645-51.3% |