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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 | $114,697 | $72,027+59.2% | $185,861-38.3% | $79,856+43.6% |
| Participation rate | 80.6% | 65.8%+14.8pp | 78.0%+2.5pp | 69.6%+10.9pp |
| Annual return | 13.55% | 23.13%-9.6pp | 35.96%-22.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,671 | $1,965+35.9% | $4,088-34.7% | $2,471+8.1% |
| Participant deferral / active EE | $6,213 | $3,780+64.4% | $5,634+10.3% | $3,741+66.1% |
| Admin fee / account holder | $1,750 | $4,513-61.2% | $9,503-81.6% | $5,306-67.0% |