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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 | $143,347 | $78,423+82.8% | $95,964+49.4% | $79,856+79.5% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 15.60% | 19.37%-3.8pp | 91.64%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,345 | $1,945+20.5% | $2,541-7.7% | $2,471-5.1% |
| Participant deferral / active EE | $6,097 | $3,440+77.2% | $4,167+46.3% | $3,741+63.0% |
| Admin fee / account holder | $3,644 | $5,622-35.2% | $6,797-46.4% | $5,306-31.3% |