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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 | $147,278 | $72,486+103.2% | $87,103+69.1% | $72,976+101.8% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 26.83% | 24.46%+2.4pp | 28.19%-1.4pp | 81.02%-54.2pp |
| Employer contribution / active EE | $1,974 | $1,894+4.2% | $2,521-21.7% | $2,440-19.1% |
| Participant deferral / active EE | $5,363 | $3,270+64.0% | $4,049+32.5% | $3,608+48.7% |
| Admin fee / account holder | $941 | $5,055-81.4% | $7,491-87.4% | $5,124-81.6% |