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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 | $151,823 | $101,795+49.1% | $165,100-8.0% | $80,959+87.5% |
| Participation rate | 74.1% | 71.8%+2.2pp | 78.6%-4.5pp | 67.7%+6.4pp |
| Annual return | 11.98% | 16.73%-4.8pp | 70.21%-58.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,973 | $2,954+34.5% | $4,348-8.6% | $2,757+44.1% |
| Participant deferral / active EE | $7,904 | $4,476+76.6% | $6,035+31.0% | $4,300+83.8% |
| Admin fee / account holder | $775 | $8,221-90.6% | $12,696-93.9% | $6,925-88.8% |