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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 | $131,143 | $78,705+66.6% | $117,857+11.3% | $70,131+87.0% |
| Participation rate | 78.0% | 73.2%+4.9pp | 79.7%-1.6pp | 69.5%+8.5pp |
| Annual return | 24.05% | 23.30%+0.8pp | 335.09%-311.0pp | 73.14%-49.1pp |
| Employer contribution / active EE | $2,306 | $2,223+3.7% | $3,786-39.1% | $2,342-1.5% |
| Participant deferral / active EE | $6,499 | $3,297+97.1% | $4,482+45.0% | $3,332+95.0% |
| Admin fee / account holder | $383 | $5,065-92.4% | $8,020-95.2% | $4,645-91.8% |