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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 | $234,392 | $101,795+130.3% | $165,100+42.0% | $80,959+189.5% |
| Participation rate | 73.0% | 71.8%+1.2pp | 78.6%-5.6pp | 67.7%+5.3pp |
| Annual return | 15.47% | 16.73%-1.3pp | 70.21%-54.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,499 | $2,954-49.3% | $4,348-65.5% | $2,757-45.6% |
| Participant deferral / active EE | $5,851 | $4,476+30.7% | $6,035-3.1% | $4,300+36.1% |
| Admin fee / account holder | $2,508 | $8,221-69.5% | $12,696-80.2% | $6,925-63.8% |